During RMM discovery process (RMM Sync workflow) some RMM software provide details on the applications installed on the scanned device (server, desktop or notebook). The device’s operating system is stored in the Hardware tab of the device while all other software applications are stored in the device’s Notes entity.

In this example a workflow “runs” on list of HW Device’s notes, searching for the words “ …” and when found it sends an Email to customer offering an upgrade to Acrobat Version 9 and also creates Sales Opportunity linked to this account.

To list notes related to HW Devices, got to “Advance Find” and create search on the Notes entity of HW Device where the Account field (of HW Device) contains data

Click>Find

Note: Advance find takes longer to search when it’s done on the Notes entity.

Select all notes displayed in the list and click>Run Workflow button on toolbar
Select workflow: “Opportunity- Adobe 8 upgrade” and confirm

Download Workflow: Opportunity- Adobe 8 upgrade