|
|
| Line 1: |
Line 1: |
| − | {| class="wikitable"
| + | #REDIRECT [[Workflows_Overview#Enable_Workflow_on_Company.2FUser]] |
| − | |-
| |
| − | |[[Image:How.png|50px|link=]]
| |
| − | |This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
| |
| − | |}
| |
| − | | |
| − | ==Overview==
| |
| − | * These Workflows will override other '''new''' and '''modified''' status-based Workflows.
| |
| − | * This feature enables a Workflow to be triggered off of a Company/User registration page.
| |
| − | | |
| − | | |
| − | ==Navigate to the feature==
| |
| − | # Under the '''Configuration''' menu, click on '''Global Settings'''
| |
| − | # Under the '''Organizations & Users''' tab, click on the '''Signup Pages''' option
| |
| − | # Select the Signup Page you want to have the Workflow triggered from
| |
| − | # In '''General Settings''' locate the '''Attach Workflow''' drop-down menu
| |
| − | # From the drop-down options choose the Workflow you wish triggered from the sign up page activity
| |
| − | # Click '''Save''' | |
| − | | |
| − | | |
| − | [[image:Signup_pages_attach_workflow.png|600px]]
| |
| − | | |
| − | | |
| − | ==Notes==
| |
| − | * It is recommended that Workflows that are triggered from Sign Up pages be '''On Demand''' in nature.<br />
| |
| − | [[image:Ondemand-triggerwhen.png|400px]]
| |
| − | | |
| − | | |
| − | {| class="wikitable"
| |
| − | |-
| |
| − | |[[Image:Why.jpeg|50px|link=]]
| |
| − | |Click '''[[Attach a Workflow to Company/user Registration Page - Why?|here]]''' to learn why this feature is a benefit to your organization.
| |
| − | |}
| |
| − | | |
| − | [[Category:Workflows]][[Category:Sign-Up Features]][[Category:How]]
| |
