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This section provides an overview to creating a straight through approval [[Workflow|workflow]].
* In this example there are no [[Workflow|workflow]] tasks. The '''Start''' event of the [[Workflow|workflow]] is directly connected to the finish event.
1. Click the [[Global Settings]], [[Workflow]] link.
The list of [[Workflow|workflows]] is displayed – currently empty. This list will display the name, narrative description, and is modified by date and name.
2. Click the '''New Workflow''' link.
The '''New Workflow''' window is displayed.
[[Image:Ajob101.png]]
==Setting the Object Type==
[[SmartSimple]] provides the ability to attach a [[Workflow|workflow]] to many different objects. If you do not select the correct object type, the [[Workflow|workflow]] name will not be listed when you attempt to connect the [[Workflow|workflow]] to the object.
1. Click the '''Workflow Type''' combo box.
The complete [[Workflow|workflow]] types are listed.
This [[Workflow|workflow]] will be attached to''' Time Tracking''', and will be triggered when a new timesheet is submitted.
2. Set the '''Workflow Type''' to '''Time Tracking'''.
3. Set the '''Name''' to '''Timesheet Workflow'''.
4. Set the '''Description''' to '''Use with Job Costing'''.
==Setting the Trigger Type==
The [[Workflow|workflow]] trigger determines when a new instance of the [[Workflow|workflow]] should be started.
* The '''New Object''' option will only trigger when a new object is created. In this example, when a new file is added to the folder.
* The '''Change Object''' option will trigger the [[Workflow|workflow]] when an existing object is changed.
The default for the new object option is correct. It is necessary to save to the [[Workflow|workflow]] details before you can add any [[Workflow|workflow]] steps.
1. Click the '''Save''' button.
The [[Workflow|workflow]] is saved.
==Adding a Workflow Connector==
Next you will connect the built-in '''Start''' and '''Complete''' tasks.
1. Click the '''New Connector''' button.
The '''New Connector''' window is displayed.
2. Set the '''Connect To:''' to the '''Start''' task.
3. Click the '''Save''' button.
The '''start''' task is connected to the '''complete''' task.
==Viewing a Workflow Diagram==
You can now view the [[Workflow|workflow]] diagram.
1. Click the '''Diagram''' button.
The [[Workflow|workflow]] diagram is displayed.
The '''start''' event is linked to the '''complete''' event. There is no branching logic in this [[Workflow|workflow]].
[[Category:Project and Job Costing]][[Category:Applications]][[Category:System Management]]
* In this example there are no [[Workflow|workflow]] tasks. The '''Start''' event of the [[Workflow|workflow]] is directly connected to the finish event.
1. Click the [[Global Settings]], [[Workflow]] link.
The list of [[Workflow|workflows]] is displayed – currently empty. This list will display the name, narrative description, and is modified by date and name.
2. Click the '''New Workflow''' link.
The '''New Workflow''' window is displayed.
[[Image:Ajob101.png]]
==Setting the Object Type==
[[SmartSimple]] provides the ability to attach a [[Workflow|workflow]] to many different objects. If you do not select the correct object type, the [[Workflow|workflow]] name will not be listed when you attempt to connect the [[Workflow|workflow]] to the object.
1. Click the '''Workflow Type''' combo box.
The complete [[Workflow|workflow]] types are listed.
This [[Workflow|workflow]] will be attached to''' Time Tracking''', and will be triggered when a new timesheet is submitted.
2. Set the '''Workflow Type''' to '''Time Tracking'''.
3. Set the '''Name''' to '''Timesheet Workflow'''.
4. Set the '''Description''' to '''Use with Job Costing'''.
==Setting the Trigger Type==
The [[Workflow|workflow]] trigger determines when a new instance of the [[Workflow|workflow]] should be started.
* The '''New Object''' option will only trigger when a new object is created. In this example, when a new file is added to the folder.
* The '''Change Object''' option will trigger the [[Workflow|workflow]] when an existing object is changed.
The default for the new object option is correct. It is necessary to save to the [[Workflow|workflow]] details before you can add any [[Workflow|workflow]] steps.
1. Click the '''Save''' button.
The [[Workflow|workflow]] is saved.
==Adding a Workflow Connector==
Next you will connect the built-in '''Start''' and '''Complete''' tasks.
1. Click the '''New Connector''' button.
The '''New Connector''' window is displayed.
2. Set the '''Connect To:''' to the '''Start''' task.
3. Click the '''Save''' button.
The '''start''' task is connected to the '''complete''' task.
==Viewing a Workflow Diagram==
You can now view the [[Workflow|workflow]] diagram.
1. Click the '''Diagram''' button.
The [[Workflow|workflow]] diagram is displayed.
The '''start''' event is linked to the '''complete''' event. There is no branching logic in this [[Workflow|workflow]].
[[Category:Project and Job Costing]][[Category:Applications]][[Category:System Management]]