First create and configure the workflow. Next add tasks and connectors. The tasks available are dependent on the Workflow Type, so specify the desired type before adding tasks.
# Click the Menu Icon and under the System Processes , click the Workflows link.
# The Workflows page is displayed. This includes the following tabs:
** Workflows – click this tab to see list of workflows. The list includes the name, description, workflow type, Trigger, System Call Identifier and date last updated. In the top right of the action bar is a Category drop down. The list of workflows displayed under the Workflows tab is dependent on the Workflow Category selected. Use the "All Workflows" option to see all workflows. ** Tasks – click this tab to see a list of tasks for all workflows. ** Outstanding Tasks – click this tab to see a list of outstanding tasks for all workflows. This is where the workflow in question has been triggered, and the task has been scheduled for future completion date
3. # Click the New Workflow button to see the New Workflow page. 4. # Populate the Name field with a suitable a descriptive name for the workflow, and the Description field with a suitable narrative description for the workflow. 5. Select the appropriate Workflow Type. SmartSimple provides the ability to attach a workflow to many different objects. If you do not select the correct type, the workflow name will not be listed when # you attempt to connect the workflow to the object. The table below shows a list of available Workflow Types, the objects that each type are enabled on, and the Trigger When options as well as the Termination Trigger options. {| class="wikitable"| Workflow Type | Enabled On | Trigger When | Termination Trigger|- | Recurring | N/A | Activate button on Workflow | Deactivate button on Workflow |- | Company | Company or Branch | New, Modified, On Demand and Status Change | N/A |- | User| Company or Branch | New, Modified, On Demand and Status Change| N/A|-
User Company or Branch New, Modified, On Demand and Status Change N/A
File SmartFolder New, Modified and On Demand N/A