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| + | #REDIRECT [[Workflows Overview]] |
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| − | Once you have created the [[Workflow|workflow]] you can attach it to the object that it was designed for. If you wish, you can use the same [[Workflow|workflow]] for multiple similar objects.
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| − | [[Workflow|Workflows]] associated with folders and companies are inherited by lower level folders and companies. In this example, you will attach the '''New Contact Added''' [[Workflow|workflow]] to an [[External|external]] company but the [[Workflow|workflow]] will be triggered whenever a new contact is added to that company or any of its sub-companies.
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| − | 1. Click '''Organizations''', [[External]] Contacts.
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| − | 2. Create a new [[External|external]] company named '''Acme''' and save the new company.
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| − | Click the '''Contact Workflow''' combo box. The '''New Contact Added''' [[Workflow|workflow]] is displayed. Only [[Workflow|workflows]] with an object type of [[User]] will be displayed.
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| − | 3. Select the '''New Contact Added''' [[Workflow|workflow]] and click '''Save'''.
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| − | [[Image:Ark25.jpg]]
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| − | 4. The [[Workflow|workflow]] is now linked to the company.
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| − | =Testing a Workflow=
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| − | 1. Click '''New Contact''' to create a new contact in '''Acme'''.
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| − | 2. Enter a '''First Name''' and '''Last Name''' and click '''Save'''.
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| − | 3. The [[Workflow|workflow]] step is triggered.
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| − | 4. An instant message prompt is displayed.
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| − | [[Image:Ark26.png]]
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| − | 5. Click the '''quick message''' link to view the message.
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| − | 6. Click the '''Close''' button.
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| − | [[Category:System Management]][[Category:Workflows]][[Category:Applications]]
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| − | {{PrevNextStart}} [[Completing an Acknowledgment Workflow]]
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| − | {{PrevNextMid}} [[Creating a Request for Approval Workflow]]
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| − | {{PrevNextEnd}}
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