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| + | #REDIRECT [[Workflows Overview]] |
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| − | ==Overview==
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| − | Single step [[Workflow|workflows]] are useful for creating alert type messages. Some examples of where you may consider using single step [[Workflow|workflows]] would be to:
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| − | * Alert a sales person when a customer adds a file to the system.
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| − | * Get an alert when a new contact is added to the database.
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| − | * Send a copy of a new file to your customer, by simply adding the file to a folder.
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| − | * Send a confirmation message to a new customer when they are added to the system.
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| − | * Trigger an e-mail alert when someone registers on your website for information.
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| − | ==Navigating to the Workflow Options Page==
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| − | # Under the '''Configuration''' menu, click on '''[[:Category:Workflows|Workflows]]''' | |
| − | # The '''Workflows''' options page will be displayed
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| − | ==Creating an Acknowledgment Workflow==
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| − | In this example you will create a [[Workflow|workflow]] that sends an alert when a contact is added to a company.
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| − | 1. Click the '''New Workflow''' button.
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| − | [[Image:WFTask.png]]
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| − | The '''New Workflow''' window is displayed.
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| − | [[Image:WorkFTask2.png]]
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| − | ==Setting the Workflow Type==
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| − | [[SmartSimple]] provides the ability to attach a [[Workflow|workflow]] to many different objects. If you do not select the correct type, the [[Workflow|workflow]] name will not be listed when you attempt to connect the [[Workflow|workflow]] to the object.
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| − | 1. Click the '''Workflow type''' combo box. The '''workflow object types''' are listed.
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| − | [[Image:WFTask3.png]]
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| − | See [[Workflow Types]] for details.
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| − | This [[Workflow|workflow]] will be attached to a company, but will trigger only when a contact is added to that company.
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| − | 2. Set the '''Workflow type''' to [[User]].
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| − | 3. Set the '''Name''' to '''New Contact Added'''.
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| − | 4. Set the '''Description''' to '''A new contact has been added to the system'''.
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| − | ==Setting the Trigger Type==
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| − | The [[Workflow]] trigger determines when a new [[Instance|instance]] of the [[Workflow|workflow]] should be started.
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| − | * The '''New''' option will only trigger when a new object is created. In this example, when a new [[User|user]] is added to the company.
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| − | * The '''Modified''' option will trigger the [[Workflow|workflow]] when an existing object is changed.
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| − | * The '''On Demand''' option will trigger the [[Workflow|workflow]] when called by a [[System Call|System Call]] or a [[Custom Field Type: Special – Browser Script|browser script]].
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| − | The default '''New''' option is correct.
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| − | [[Image:WFTask4.png]]
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| − | ==Saving the Workflow==
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| − | It is necessary to save to [[Workflow|workflow]] details before you can add any tasks.
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| − | 1. Click the '''Save''' button.
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| − | [[Image:WFTask6.png]]
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| − | The '''workflow''' is saved.
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| − | [[Image:WorkFTask5.png]]
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| − | The Workflow ID is now populated and the following options appear along the top of the screen:
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| − | * '''Back''' – click this tab to return to the previous page accessed.
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| − | * '''Workflows''' – click this tab to return to the [[Workflow|workflow]] list.
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| − | * '''New Task''' – click this tab to create a new [[Workflow|workflow]] task.
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| − | * '''Diagram''' – click this tab to see a [[diagram view]] of the workflow.
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| − | The following tabs are also displayed:
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| − | * '''Task''' – click this tab to view [[Workflow|workflow]] task and to edit tasks. Tasks are steps within the workflow.
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| − | * [[Pending Queue]] – click this tab to see a list of outstanding tasks for this [[Workflow|workflow]], to delete certain tasks and to reassign tasks to other contacts within the system.
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| − | * '''History''' - click this tab to see a list of completed tasks for this workflow.
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| − | ==Create New Task==
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| − | {{Adding a Workflow Task}}
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| − | ==Configure System to display Workflow options==
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| − | * the user creating the workflow must have permission to set company workflow trigger.
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| − | Go to - Roles & Permissions - Manager Permissions, Under permissions, click on Workflows - Attach Workflow to Company.
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| − | [[Image:100504_workflow_manager_permission.jpg]]
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| − | [[Image:100504_workflow_manager_permission_01.jpg]]
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| − | - select the role that will be triggering the workflow.
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| − | - once the role is selected, the options will display in the edit company view.<br />
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| − | [[Image:100504_workflow_manager_permission_02.jpg]]
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| − | {{PrevNextStart}} [[Workflow Types]]
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| − | {{PrevNextMid}} [[Adding a Workflow Task in an Acknowledgment Workflow]]
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| − | {{PrevNextEnd}}
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| − | [[Category:System Management]][[Category:Workflows]][[Category:Applications]]
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