I'm looking to go lazy and create a process and workflow to automate LinkedIn contact tracking. Why work when the program can do all the work while I goof off playing solitaire? So I'm asking the newbie question: How smart is workflow?
I would create a custom module for collecting data and use a modified contact form (added and changed properties of existing fields).
I've identified process phases and data that is needed to pass on to the next process phase. I have a local host install of X2 for development. Depending on the phase workflow needs to update date fields and add tags to contacts (so far).
I'm assuming workflow can be triggered by moving a contact to the next phase
Can workflow handle, for example
Create Contact Phase
Fill out the Contact Form>>Save
Set LinkedIn Module DateInvited = Today
If EMailCheck Box = Yes Then Add #Email
If LinkedInCheck Box = Yes Then Add #LinkedIn
and so forth
Can workflow handle logic such as If....Then
If Checkbox = Yes And Date = Blank Then Update Date = Today