Difference between revisions of "Attach a Workflow to Company/user Registration Page"

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#REDIRECT [[Workflows_Overview#Enable_Workflow_on_Company.2FUser]]
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|[[Image:How.png|50px|link=]]
 
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
 
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==Overview==
 
* These Workflows will override other '''new''' and '''modified''' status-based Workflows.
 
* This feature enables a Workflow to be triggered off of a Company/User registration page.
 
 
 
==Navigate to the feature==
 
# Under the '''Configuration''' menu, click on '''Global Settings'''
 
# Under the '''Organizations & Users''' tab, click on the '''Signup Pages''' option
 
# Select the Signup Page you want to have the Workflow triggered from
 
# In '''General Settings''' locate the '''Attach Workflow''' drop-down menu
 
# From the drop-down options choose the Workflow you wish triggered from the sign up page activity
 
# Click '''Save'''
 
 
 
 
 
[[image:Signup_pages_attach_workflow.png|600px]]
 
 
 
 
 
==Notes==
 
It is recommended that Workflows that are triggered from Sign Up pages be On-demand in nature.<br />
 
[[image:Ondemand-triggerwhen.png|400px]]
 
 
 
 
 
{| class="wikitable"
 
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|[[Image:Why.jpeg|50px|link=]]
 
|Click '''[[Autoconvert uploaded Word Documents to PDF - Why?|here]]''' to learn why this feature is a benefit to your organization.
 
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[[Category:Under Construction]]
 

Latest revision as of 08:02, 21 July 2017


Ambox warning pn.png This article is deprecated and the information contained within may no longer be correct.