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

Revision as of 09:43, 10 December 2015

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

1. Under the Configuration menu, click on Global Settings
2. Under the Organizations & Users tab, click on the Signup Pages option
3. Select the Signup Page you want to have the Workflow triggered from
4. In General Settings locate the Attach Workflow drop-down menu
5. From the drop-down options choose the Workflow you wish triggered from the sign up page activity
6. Click Save

Notes

• 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.