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| + | #REDIRECT [[Workflows Overview]] |
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| − | [[SmartSimple]]'s software can be configured for work flow automation based on your existing processes. | |
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| − | You can create and apply a [[Workflow|workflow]] to [[Applications|applications]], or other types of objects such as folders, companies, and people.
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| − | For example, a specific [[Smart Folder]] or group of contacts may require a specific approval process associated with a specific [[Role|role]] or person.
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| − | The people that you can associate with actions can be within the company or [[External|external]] to the company.
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| − | ==Action Objects==
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| − | The following objects can be associated with a [[Workflow|workflow]].
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| − | * '''People and Companies''' – you can create custom [[Workflow|workflows]] around these objects. For example: a new employee [[Workflow|workflow]] or a prospect [[Workflow|workflow]].
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| − | * '''Applications''' – [[Sales Tracking]], [[Applicant Tracking]], [[Web Form|Web Forms]], [[Universal Tracking Application]].
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| − | * '''Smart Folders''' – any type of file can be stored in the [[Smart Folder]] to provide global access from any location.
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| − | ==Action Lists==
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| − | There are two action item lists called [[Workflow Requests]]:
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| − | * '''Requests to others''' – actions or reviews that you have requested other people to complete. This list is automatically generated from the [[Workflow|workflows]] associated with [[SmartSimple]] objects and [[Applications|applications]].
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| − | * '''Requests to me''' – actions or review activities that other people require you to complete. This list is automatically generated from the [[Workflow|workflows]] associated with [[SmartSimple]] objects.
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| − | [[Workflow|Workflows]] are logical representations of business procedures.
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| − | Some common examples of [[Workflow|workflow]] driven processes are:
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| − | * '''Project Management''' – request for actions based on project status.
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| − | * '''Documentation Workflow''' – the steps required to create, edit, and finally get a document approved.
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| − | * '''Follow up Workflow''' – remind someone to contact a new client after a pre-determined length of time.
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| − | * '''Problem Solving Workflow''' – the steps required to process problems and associated escalation procedures.
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| − | ==Note==
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| − | * Activities that are completed by users that are not logged into the system (such as anonymous [[Web Forms]]) will not trigger [[Workflow]]s for security reasons.
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| − | {{PrevNextStart}} [[:Category:Workflows|Back to Workflow Category]]
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| − | {{PrevNextMid}}[[Workflow Properties]] {{PrevNextEnd}}
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| − | [[Category:System Management]][[Category:Workflows]][[Category:Applications]]
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