Attach a Workflow to Company/user Registration Page
From SmartWiki
Revision as of 08:47, 10 December 2015 by Alvin Thompson (talk | contribs)
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.
Click here to learn why this feature is a benefit to your organization. |