Testing a Request for Approval Workflow

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It is important to test any workflow before you put it into production.

In this instance, you will log in as a customer, add a new file to the customer folder, and make sure the item is added to your – Request to me in the Workflow Requests.

1. Log out from SmartSimple.

2. Log in as another user.

3. Click the Applications, SmartFolders link.

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4. Click the External Folder link.

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5. Click the Browse button.

6. Locate any file from your hard disk.

7. Click the Upload button.

The file is uploaded.

The workflow step is triggered.

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8. Log out from SmartSimple.

9. Log in as with your username.

An instant message prompt is displayed in the People Online area.

10. Click the quick message link.

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11. Click the Close button.




Previous.png Attaching a Request for Approval Workflow to an Object Reviewing Workflow Requests

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