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Creating a Single Step Workflow

No change in size, 17:01, 4 May 2010
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* Send a confirmation message to a new customer when they are added to the system.
* Trigger an e-mail alert when someone registers on your website for information.
==Configure System Before New Company Workflow Trigger==
* the user creating the workflow must have permission to set company workflow trigger. Go to - Roles & Permissions - Manager Permissions, Under permissions, click on Workflows - Attach Workflow to Company
[[Image:100504_workflow_manager_permission.jpg]]
 
 
[[Image:100504_workflow_manager_permission_01.jpg]]
 
- select the role that will be triggering the workflow.
 
- once the role is selected, the options will display in the edit company view.
[[Image:100504_workflow_manager_permission_02.jpg]]
 
==Creating an Acknowledgment Workflow==
* '''Pending Queue''' – click this tab to see a list of outstanding tasks for this [[Workflow|workflow]].
* '''View Workflows''' – click this tab to return to the [[Workflow|workflow]] list.
 
 
 
 
==Configure System to display Workflow options==
* the user creating the workflow must have permission to set company workflow trigger. Go to - Roles & Permissions - Manager Permissions, Under permissions, click on Workflows - Attach Workflow to Company
[[Image:100504_workflow_manager_permission.jpg]]
 
 
[[Image:100504_workflow_manager_permission_01.jpg]]
 
- select the role that will be triggering the workflow.
 
- once the role is selected, the options will display in the edit company view.
[[Image:100504_workflow_manager_permission_02.jpg]]
 
 
 
 
 
[[Category:System Management]][[Category:Workflows]][[Category:Applications]]
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