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You can create and apply a [[Workflow|workflow]] to [[Applications|applications]], or other types of objects such as folders, companies, and people.
For example, a specific [[Smart Folder]] or group of contacts may require a specific approval process associated with a specific [[Role|role]] or person.
The people that you can associate with actions can be within the company or [[External|external]] to the company.
==Action Objects==
The following objects can be associated with a [[Workflow|workflow]].
* '''People and Companies''' – you can create custom [[Workflow|workflows]] around these objects. For example: a new employee [[Workflow|workflow]] or a prospect [[Workflow|workflow]].
* '''Applications''' – [[Sales Tracking]], [[Applicant Tracking]], [[Web Forms]], [[Universal Tracking Application]].
* '''Smart Folders''' – any type of file can be stored in the [[Smart Folder]] to provide global access from any location.
==Action Lists==
There are two action item lists called '''Workflow Requests''':
* '''Requests to others''' – actions or reviews that you have requested other people to complete. This list is automatically generated from the [[Workflow|workflows]] associated with [[SmartSimple]] objects and [[Applications|applications]].
* '''Requests to me''' – actions or review activities that other people require you to complete. This list is automatically generated from the [[Workflow|workflows]] associated with [[SmartSimple]] objects.
[[Workflow|Workflows]] are logical representations of business procedures.
Some common examples of [[Workflow|workflow]] driven processes are:
* '''Project Management''' – request for actions based on project status.
* '''Documentation Workflow''' – the steps required to create, edit, and finally get a document approved.
* '''Follow up Workflow''' – remind someone to contact a new client after a pre-determined length of time.
* '''Problem Solving Workflow''' – the steps required to process problems and associated escalation procedures.
[[Category:System Management]][[Category:Workflows]][[Category:Applications]]
For example, a specific [[Smart Folder]] or group of contacts may require a specific approval process associated with a specific [[Role|role]] or person.
The people that you can associate with actions can be within the company or [[External|external]] to the company.
==Action Objects==
The following objects can be associated with a [[Workflow|workflow]].
* '''People and Companies''' – you can create custom [[Workflow|workflows]] around these objects. For example: a new employee [[Workflow|workflow]] or a prospect [[Workflow|workflow]].
* '''Applications''' – [[Sales Tracking]], [[Applicant Tracking]], [[Web Forms]], [[Universal Tracking Application]].
* '''Smart Folders''' – any type of file can be stored in the [[Smart Folder]] to provide global access from any location.
==Action Lists==
There are two action item lists called '''Workflow Requests''':
* '''Requests to others''' – actions or reviews that you have requested other people to complete. This list is automatically generated from the [[Workflow|workflows]] associated with [[SmartSimple]] objects and [[Applications|applications]].
* '''Requests to me''' – actions or review activities that other people require you to complete. This list is automatically generated from the [[Workflow|workflows]] associated with [[SmartSimple]] objects.
[[Workflow|Workflows]] are logical representations of business procedures.
Some common examples of [[Workflow|workflow]] driven processes are:
* '''Project Management''' – request for actions based on project status.
* '''Documentation Workflow''' – the steps required to create, edit, and finally get a document approved.
* '''Follow up Workflow''' – remind someone to contact a new client after a pre-determined length of time.
* '''Problem Solving Workflow''' – the steps required to process problems and associated escalation procedures.
[[Category:System Management]][[Category:Workflows]][[Category:Applications]]