Difference between revisions of "Attaching a Request for Approval Workflow to an Object"

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(Redirected page to Workflows Overview)
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#REDIRECT [[Workflows Overview]]
 
 
In this example, you will attach the '''File alert''' [[Workflow|workflow]] to the [[External|external]] folders, but the [[Workflow|workflow]] will be triggered whenever a new file is added to any sub-folder.
 
 
 
1. Click the [[Applications]], [[Smart Folder|SmartFolders]] link.
 
 
 
[[Image:Ark53.png]]
 
 
2. Click the '''External Folders''' link.
 
 
 
[[Image:Ark54.png]]
 
 
 
3. Click the '''New Folder''' button.
 
 
 
[[Image:Ark55.png]]
 
 
The '''Folder Properties''' are displayed.
 
 
 
[[Image:Ark56.png]]
 
 
4. Click the [[Workflow|Workflows]] combo box.
 
 
 
[[Image:Ark57.png]]
 
 
The '''Customer File Alert''' [[Workflow|workflow]] is displayed.  Only [[Workflow|workflows]] with an object type '''File''' will be displayed.
 
 
 
5. Click the '''Customer File Alert''' [[Workflow|workflow]].
 
 
 
[[Image:Ark58.png]]
 
 
6. Set the '''Roles Allowed to View''' and '''Roles Allowed to Modify''' permissions to '''Everyone'''. Click the '''Save''' button.
 
 
 
The [[Workflow|workflow]] is now linked to the folder.
 
 
 
7. Click the [[Smart Folder|SmartFolders]] button.
 
 
 
[[Image:Ark59.png]]
 
 
If you have enabled '''Folder Details''' the [[Workflow|workflow]] icon will be displayed next to the folder name.
 
 
 
[[Image:Ark60.png]]
 
 
 
[[Category:System Management]][[Category:Workflows]][[Category:Applications]]
 
 
 
{{PrevNextStart}} [[Completing a Request for Approval Workflow]]
 
{{PrevNextMid}} [[Testing a Request for Approval Workflow]]
 
{{PrevNextEnd}}
 

Revision as of 12:57, 20 July 2017

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