Workflow Module Documentation

This guide walks you through accessing and using the Workflow module in Franmantra CRM.

Prerequisites

1. Valid Franmantra CRM credentials.
2. Appropriate role permissions to view and manage Workflows.

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1. Log in to Franmantra CRM

Navigate to https://uat.franmantra.com and sign in with your credentials.

Steps:

1. Enter your Email: kk@mail-test.franmantra.com.
2. Click Proceed.
3. Enter your Password: asdfasdf.
4. Click Sign in to open the Dashboard.

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2. Open the Workflow Module

From the top navigation bar, open Workflow → Workflows.

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3. All Workflows Page Overview

The All Workflows page lists every workflow configured in the system.

Page Elements

#	Element	Description
1	Search Bar	Quickly filter workflows by name.
2	Add button	Create a new workflow.
3	Export dropdown	Export selected workflows (CSV, Excel, etc.).
4	View dropdown	Adjust visible columns in the table.
5	Table Header	Sortable columns: Name, Status, Description, Created At, Updated At.
6	Row Checkboxes	Select individual workflows for bulk actions.
7	Pagination & Rows-per-page	Navigate through pages and adjust results per page.

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4. Creating a New Workflow

1. Click Add.
2. Fill in the required fields (Name, Description, etc.).
3. Configure workflow steps and conditions.
4. Click Create.

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5. Exporting Workflows

1. Select one or more workflows via checkboxes.
2. Click Export and choose your desired format.

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6. Customising Table View

1. Click View.
2. Toggle columns you wish to show or hide.

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7. Editing or Deleting a Workflow

1. Click the ellipsis (⋯) at the end of a workflow row.
2. Select Edit or Delete as required.

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8. Tips & Best Practices

• Keep workflow names descriptive and consistent.
• Regularly review inactive or outdated workflows.
• Utilise Export for backups before making bulk changes.

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Conclusion

You now know how to access, create, manage, and export workflows in Franmantra CRM. For additional help, refer to the in-app Documentation link.