Difference between revisions of "Attach a Workflow to Company/user Registration Page"
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# Under the '''Configuration''' menu, click on '''Global Settings''' | # Under the '''Configuration''' menu, click on '''Global Settings''' | ||
# Under the '''Organizations & Users''' tab, click on the '''Signup Pages''' option | # 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 | + | # 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 | + | # From the drop-down options choose the Workflow you wish triggered from the sign up page activity |
| + | # Click '''Save''' | ||
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==Notes== | ==Notes== | ||
| − | Ondemand | + | It is recommended that Workflows that are triggered from Sign Up pages be On-demand in nature. |
| + | [[image:Ondemand-triggerwhen.png]] | ||
| + | |||
{| class="wikitable" | {| class="wikitable" | ||
Revision as of 08:47, 10 December 2015
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This article will explain how you can implement this feature for use on your SmartSimple system. |
Overview
This feature enables a Workflow to be triggered off of a Company/User registration page.
- 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
Notes
It is recommended that Workflows that are triggered from Sign Up pages be On-demand in nature.
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Click here to learn why this feature is a benefit to your organization. |
