Creating Benefits Workflows in StratusLIVE
1. Go to Settings and Click “Processes”
2. Click "New" to create a new process
3. Enter Process Name: (Description of Benefit), Category: “Workflow”, Entity: “Opportunity”, Click OK
4. Activate As: “Process”, Change Scope to "Organization"
- Uncheck box "Record is created" and Check box "As an on-demand process”
5. Click to highlight "Select this row" and click "Add Step"
6. Click "Add Step" and choose “Create Record”
7. Add Description name from the SLUG (Attribute Title), Create: “Benefit”, Click "Set Properties"
8. Click in the "Opportunity" field and click "Add"
9. Click "OK"
10. Click in the "Account" field and click "Add"
11. Click "OK"
12. Click in the "Contact" field and choose “Contact”
13. Click "Add"
14. Click "OK"
15. Click Magnifying glass in "Recognition Benefit" field to look up Benefit Name and choose option that applies
16. Click in "Year Benefit Realized" field and Click "Add"
17. Then click "OK"
18. Enter "Benefit Name" from (Attribute Title) and add 2, 1, or Logo, Name based on benefit Tier, Click "OK"
19. Click "Save and Close"
20. Repeat Steps to add all benefits to Tier
