Difference between revisions of "Attach a Workflow to Company/user Registration Page"
From SmartWiki
| Line 25: | Line 25: | ||
==Notes== | ==Notes== | ||
* These Workflows will override other '''new''' and '''modified''' status-based Workflows. | * These Workflows will override other '''new''' and '''modified''' status-based Workflows. | ||
| − | * It is recommended that Workflows that are triggered from Sign Up pages be On | + | * It is recommended that Workflows that are triggered from Sign Up pages be '''On Demand''' in nature.<br /> |
[[image:Ondemand-triggerwhen.png|400px]] | [[image:Ondemand-triggerwhen.png|400px]] | ||
Revision as of 09:13, 10 December 2015
|
This article will explain how you can implement this feature for use on your SmartSimple system. |
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.
- 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
- These Workflows will override other new and modified status-based Workflows.
- It is recommended that Workflows that are triggered from Sign Up pages be On Demand in nature.
|
Click here to learn why this feature is a benefit to your organization. |
