Attach a Workflow to Company/user Registration Page

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How.png This article will explain how you can implement this feature for use on your SmartSimple system.

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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

  1. Under the Configuration menu, click on Global Settings
  2. Under the Organizations & Users tab, click on the Signup Pages option
  3. Select the Signup Page you want to have the Workflow triggered from
  4. In General Settings locate the Attach Workflow drop-down menu
  5. From the drop-down options choose the Workflow you wish triggered from the sign up page activity
  6. Click Save


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Notes

  • These Workflows will override other new and modified status-based Workflows.
  • It is recommended that Workflows that are triggered from Sign Up pages be On-demand in nature.

Ondemand-triggerwhen.png


Why.jpeg Click here to learn why this feature is a benefit to your organization.