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Attaching an Acknowledgment Workflow to an Object

1,625 bytes removed, 16:57, 20 July 2017
Redirected page to Workflows Overview
{{SeqWFPageHeader}} Once you have created the #REDIRECT [[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. [[Workflow|WorkflowsOverview]] 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. 1. Click '''Organizations''', [[External]] Contacts. 2. Create a new [[External|external]] company named '''Acme''' and save the new company. 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.  3. Select the '''New Contact Added''' [[Workflow|workflow]] and click '''Save'''. [[Image:Ark25.jpg]] 4. The [[Workflow|workflow]] is now linked to the company. =Testing a Workflow= 1. Click '''New Contact''' to create a new contact in '''Acme'''. 2. Enter a '''First Name''' and '''Last Name''' and click '''Save'''. 3. The [[Workflow|workflow]] step is triggered.  4. An instant message prompt is displayed. [[Image:Ark26.png]] 5. Click the '''quick message''' link to view the message. 6. Click the '''Close''' button. [[Category:System Management]][[Category:Workflows]][[Category:Applications]] {{PrevNextStart}} [[Completing an Acknowledgment Workflow]]{{PrevNextMid}} [[Creating a Request for Approval Workflow]]{{PrevNextEnd}}
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