After creating a new workflow rule, you must validate the workflow. Once validated, you will receive a confirmation email.

To validate a workflow

  1. Navigate to the Agreements tab and click New.
  2. Select a record type for the new agreement and click Continue.
  3. Type a mandatory Agreement Name and enter a mandatory Account.
  4. From Select Category, select In EffectBased on your selection from the Select Category, the Status pick list is auto-populated.
  5. From Status, select Activated.
  6. Click Save

This saves the edited values and triggers the workflow. If your email is set for the Owner of the agreement type, you will receive an email.