Smartstaff
2,359
edits
Changes
m
→Creating a New Workflow
# Click the '''Save''' button. The workflow is saved and the '''Workflow ID''' is now populated
Now you’ll you will see some additional options relating to this workflow. You can add notes, view the list of tasks, workflow connections, pending queue for upcoming workflow tasks, and a history of when this workflow was triggered.
<u>'''Note''': </u> The field names, activity types, and status names referenced in this example are specific to the SmartSimple Grants Demo System. If you are trying to replicate this workflow in your own system, check that you are using the correct field names, activity types and statuses specific to your system. '''*Tip*''' → You can build your workflow on your production system first and test it on your backup the next day. Make sure to set the '''Trigger-on On''' to '''Deactivate ''' so the workflow won’t run. Once your workflow appears in your backup, you can set the '''Trigger-On ''' to the correct status and test your workflow without worrying about impacting your production environment.
=Configuration - Advanced=