Let's say we want to implement a simple book inventory update; when a book is issued, we need to decrease the quantity on hand field in the associated book record by 1 and when a book is returned we need to increase the quantity on hand by 1.
We can do this using a workflow, so perform the following steps to create one:
Navigate to Components | Process | New.
Enter the following properties and click on OK:
Process name: Update Book Inventory
Category: Workflow
Entity: Book Issue/Return
Keep New blank process option selected
Keep Run this workflow in background option selected
Select the Record is created and Record fields change options, click on the Select button, and select the him_status field from available fields.
Click on the Add Step drop-down and select Check Condition, click on Click to configure for the hyperlink.
Add a condition such as the following by selecting the corresponding option from the select drop-down and click on Save and Close.
Click on...