Changes

=Configuring Configuration – Essentials=

* '''Web Service- HTTP Request''' - use to send the HTTP Post web service request via a workflow step to retrieve a web service response.* ''' Web Service - SOAP Message ''' - use to pass information to a system outside of SmartSimple as a Web Services call.* '''Web Service - RESTful Request''' - use to consume Restful web service request via a workflow step to get/post a web service response.

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* '''Type Filter''' - lookup to select L1, L2, or L3 types, which will then act as the type condition * '''Status Filter''' - Lookup to select L1, L2, or L3 statuses, which will then act as the status condition

=Configuring Configuration – Advanced=

:*** The Originator role is used to reference the name of the person that started the workflow. This could be the person that submitted an expense claim, added a file to a workflow or added a new employee. :*The Initiator role is used to reference the name of the person that initiated the current task in the workflow. This refers to the person that approved the current step of an expense claim, or reviewed a document loaded into a workflow enabled Smart Folder.:*** The Owner role is used to reference the user assigned as the Owner of the record.:*** The People role is used to reference the user assigned as the Person on the level one. This role is only available to Level One specific tasks.:*** The Assigned Users role is used to send messaging to users who are in the Assigned field of a Level Two activity. This role is only available for Level Two workflows. 

* *::* Let the current user select target user from this role – When the workflow is triggered, the user will be prompted to select recipients from the list of users currently in the role.*::* All Users of this role – The message will be sent to all users in the selected role.*::* Selectable list of users currently in the role – The message is sent to the specific users that are selected.* '''Routing: Selected Users''' - details of the users configured as Recipients in the Role section::* '''Routing Options''' - Specifies the types of options available to process this workflow step. In many instances, the default options can be used, such as Approved, Rejected or Revise. But additional and alternate sets of options can be created to reflect more complex business processes.

::* '''Name''' - Narrative name for the task.::* '''Task Type''' - manually set to Activate / Deactivate User.::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::* '''Description''' - Detailed description of the task (optional).::* '''Expire After''' - Intended duration of the workflow.::* '''Option''' - Sets the access type for the user against which the workflow is triggered. Options are:::* '''Activate (Administrative or Portal Interface)''' - Provides access to the system to the extent permitted through the user's membership of specific roles.::* '''Activate (User Centric or Applicant Interface)''' – Only provides access through the User Centric Interface and Applicant Tracking “career sites”.::* '''Activate (Web Service Client Access)''' - Account type used to access data in a SmartSimple instance via an API (Application Programming Interface). Does not give access to SmartSimple interface directly.::* '''Deactivate (No Access)''' – User cannot log into the system.

::* '''Name''' - Narrative name for the task.::* '''Task Type''' - manually set to Change Status::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::* '''Description''' - Detailed description of the task (optional).::* '''Expire After''' - Intended duration of the workflow.::* '''Change Status To''' - lists statuses from the selected UTA level. This workflow task will change the status of the object that triggered the workflow to the selected status.

::* '''Name''' - Narrative name for the task.::* '''Task Type''' - manually set to Company Association::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::* '''Description''' - Detailed description of the task (optional).::* '''Expire After''' - Intended duration of the workflow.::* '''Use Variables for companies''' - Allows user to use syntax to reference the company IDs::* '''Action''' - Add, update or delete the company association::* '''Companies''' - use Lookup to select the Companies that will be added.::* '''Roles will be Assigned''' - select the categories that you want the companies to be assigned with. To assign different companies with different categories, you will have to create more than one Company Association task.

::* '''Name''' - Narrative name for the task.::* '''Task Type''' - manually set to Create Consumer/Provider Link::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::* '''Description''' - Detailed description of the task (optional).::* '''Expire After''' - Intended duration of the workflow.::* '''Connection Type''' - Select whether the link will be a Consumer or Provider::* '''Connection Application''' - Select the UTA being connected::* '''Connection Level''' - Choose the connection level (Level One or Level Two)::* '''Object ID / Variable''' - Enter the Record ID (or a variable to obtain the Record ID of the object to connect to). It accepts semicolon separated lists.::* '''Connection Role''' - Select the Consumer UTA Connection role to be used for the connection

::* '''Name''' - Narrative name for the task.::* '''Task Type''' - manually set to Create New Activity::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::* '''Description''' - Detailed description of the task (optional)::* '''Expire After''' - Intended duration of the workflow.::* '''Activity Scheduling Options''' - drop-down with 3 options (Disable, Schedule by Date and Amount, Schedule by Number of Activities) that can be used to create multiple instances of the Activity.::: If '''Schedule by Date and Amount''' option is selected then following settings are exposed.::::* '''Start Date''': Level 1 field used to set the start date of the activity scheduling period::::* '''End Date''': Level 1 field used to set the end date of the activity scheduling period::::* '''Schedule Every''': frequency of scheduling::::* '''Total Amount''': Level 1 field used for the Total Amount to be distributed. The amount specified will be split evenly between each Level 2. If 'N/A' is selected, the Level 2s will be created without an amount.::::* '''Activity Date''': Level 2 field used to set the date to be assigned to each record based on the scheduling options."::::* '''Activity Amount''': Level 2 field used to store the calculated amount for each record. If 'N/A' is selected, the Level 2s will be created without an amount.::::* '''Activity Index''': Level 2 field used to store the index number of each record. If 'N/A' is selected, the Level 2s will be created without an index number."::: If '''Schedule by Number of Activities''' option is selected then following settings are exposed.::::* '''Number of Activities''': Level 1 field used to set the number of activities to be created::::* '''Activity Index''': Level 2 field used to store the index number of each record. If 'N/A' is selected, the Level 2s will be created without an index number."::: '''Days Delay''' - Number in days of delay before creation of new activity. If left blank, the new activity will be created immediately.:::* '''Create for Users in UTA Role''' - select the UTA Role of the users that the Peer Activity should be created against.:::* '''Activity Type''' - This is where you specify which Level 2 Type you wish to create. If you select the Custom Field option then a Custom Field ID field is exposed.:::* '''Custom Field ID''' - The Create New Activity workflow can be driven by a Custom Field. For example, you could have check boxes at Level 1 corresponding to various Level 2 Types. Selecting each check box would create and attach the relevant Level 2 activity type. You must first create a Custom Field on the Level 1 record which stores the typeid(s) of the Level 2 Types to be created. To create multiple Level 2 records use one of the Select many field types (e.g. Select Many – Check Boxes, Select Many – Scrolling Check Box, Select Many – List Box) and to create a single Level 2 record use the Select One – Combo Box.:::* '''Activity Status''' - Allows you to define the Status for the newly created Level 2 record(s). Note: If that Level 2 Status has a workflow attached to it the workflow will be triggered at the point of creation of the Level 2 record.:::* '''Reminder Type''' - You can select whether a Quick Message or reminder email will be sent out to the Owner or contacts attached to the record, or any combination of the above.:::* '''Reminder Days''' - Sets delay for reminder message being sent.

:::::* E-mailed to the person(s) designated in the workflow step.:::::* Stored within a Multiple Files Custom Field.

:::* '''Name''' - Narrative name for the task.:::* '''Task Type''' - manually set to Create Consumer/Provider Link:::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.:::* '''Description''' - Detailed description of the task (optional).:::* '''Expire After''' - Intended duration of the workflow.:::* '''Web Page Field ID''' - Must contain the Custom Field ID of the Web Page View to be converted into PDF format. To create multiple PDFs, enter the Custom Field IDs of the Web Page View fields in the Web Page Field ID# setting of the Workflow Task, separated by commas.:::* '''Store to Field ID''' - If PDF file should also be stored to the record, must contain the Custom Field ID of the relevant Link - Multiple Files custom field.:::* '''PDF Render Language''' - If a language is specified, the language option will be applied to the PDF generated::*::* '''Message Template: Message Type''' - Type of message – e-mail, instant message, both, or none required with this task. E-mail and instant messages can be created using variables that will create custom messages specific to instances of the workflow. Options are No Message Required (default), Quick Message, Email Only and Quick Message and Email.:::* '''Message Template: From Address - Email'''address sent from. This field accepts variables, so you can either hard-code a value (i.e. donotreply@mycompany.com) or use variable syntax (i.e., on a Level 1 Workflow, @owner.email@):::* '''Message Template: CC Email Address''' - CC recipients address. (Separate multiple addresses with commas). Additional Email Syntax options can be used within this field.:::* '''Message Template: Email Body Format''' - Options are Plain Text or HTML.:::* '''Message Template: Email Message Header''' - The email header can be modified using the following syntax, with the arguments separated by semicolon::::** X-Priority={1,2,3,4,5}:::** Priority={normal,urgent,non-urgent}::Template:** Importance={high,normal,lowWorkflowMessageTemplate}:::** Sensitivity={personal,private,company,confidential}:::**: e.g. Priority=urgent;Importance=high:::* '''Message Template: Subject''' - Narrative subject line of the message.:::* '''Message Template: Body''' - Narrative body of the message.:::* '''Message Template: Attach Object''' - Attaches the details of the object to the message. In the case of a SmartSimple object, such as a company, person, or application, the textual details of the object will be added. If the object is a file, then the file will be attached to an e-mail message, but not an instant message.:::* '''Message Template: Attachment File IDs''' - Attach additional default files when triggered from a Smart Folder. See the Determining the File ID article for instructions.:::* '''Message Template: Save as Event''' - will create an e-mail activity. If it’s L1/L2 workflow, where the UTA L2/L3 Email Activity settings have been configured, then it will be saved as L2/L3 event under the L1/L2 object. Otherwise it will be saved as user event against each recipient.:::* '''Routing: Use Variable for Recipients''' - Allows recipients of the message to be selected using variables. See this article for configuration details.:::* '''Routing: Use UTA Role''' - When using roles to select recipients, the UTA Role can be used to determine recipients.:::* '''Routing: Role''' - Used to select recipients by role.:::* '''Routing: Selected Users''' - If required, specific users can be selected to complete this task. This technique restricts the number of users that the initiator can select.:::* '''Routing: Routing Options''' - Specifies the types of options available to process this workflow step. In many instances, the default options can be used, such as Approved, Rejected or Revise. But additional and alternate sets of options can be created to reflect more complex business processes. : ===Task Type: PDF Merge===Will convert [[Custom Field Type: Special – MS Word Merge|Word Merge]] document to a PDF which can then be: :::::* E-mailed to the person(s) designated in the workflow step.:::::* Stored within a Multiple Files Custom Field : The PDF generated must be based upon a [[Custom Field Type: Special – MS Word Merge|Word Merge]] Custom Field. You must specify the Custom Field ID of the MS Word Merge document to be converted in the MSWord Merge Field ID field on the Workflow Task settings. To store the PDF, specify the field ID of the Link - Multiple Files custom field in the Store to Field ID field on the Workflow Task settings.

===Task Type: Internet Communication – HTTP Post===This workflow task type is used The field you are storing too does not need to pass a string of data to another [[APIs|web service]] via a workflow stepbe on the same object. The response returned by syntax @parent.Field Name.id@ allows the workflow to store a level two web service can be stored into a custom field on the object against which page view to the Workflow was triggeredparent record.

HTTP Post Generate PDF File Tasks have the following settings:

::* '''Name''' - Narrative name for the task.::* '''URLTask Type''' - where manually set to PostCreate Consumer/Provider Link::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::* '''User NameDescription''' - Detailed description of the task (optional).::* '''Expire After''' - Intended duration of the workflow.::* '''MSWord Merge Field ID''' - username Must contain the Custom Field ID of the Web Page View to access post location if neededbe converted into PDF format. To create multiple PDFs, enter the Custom Field IDs of the Web Page View fields in the Web Page Field ID# setting of the Workflow Task, separated by commas.::* '''Store to Field ID''' - If PDF file should also be stored to the record, must contain the Custom Field ID of the relevant Link - Multiple Files custom field.::* '''PasswordPDF Render Language''' - password If a language is specified, the language option will be applied to access post location if neededthe PDF generated::*::* '''ParametersMessage Template: Message Type''' - free text field Type of message – e-mail, instant message, both, or none required with this task. E-mail and instant messages can be created using variables that will create custom messages specific to pass in parameters such as apitoken instances of the workflow. Options are No Message Required (default), alias idQuick Message, etcEmail Only and Quick Message and Email. Can include username and password if not specified in {{Template:WorkflowMessageTemplate}}::* '''Routing: Use Variable for Recipients''' - Allows recipients of the message to be selected using variables. See this article for configuration details.::* '''Routing: Use UTA Role''' - When using roles to select recipients, the specific fieldsUTA Role can be used to determine recipients.::* '''Routing: Role''' - Used to select recipients by role.::* '''Response Store Routing: Selected Users''' - If required, specific users can be selected to Custom Field IDcomplete this task. This technique restricts the number of users that the initiator can select.::* '''Routing: Routing Options''' - field on system where response from HTTP post Specifies the types of options available to process this workflow step. In many instances, the default options can be used, such as Approved, Rejected or Revise. But additional and alternate sets of options can be storedcreated to reflect more complex business processes.

::::* '''Name''' - Narrative name for the task.::::* '''Task Type''' - manually set to People Association::::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::::* '''Description''' - Detailed description of the task (optional).::::* '''Expire After''' - Intended duration of the workflow.::::* '''Action''': Add, update or delete the people association::::* '''Routing: Use Variable for Recipients''' - Allows recipients of the message to be selected using variables. This is discussed in greater detail in the Configuration – Advanced section.::::* '''Routing: Use UTA Role''' - When using roles to select recipients, the UTA Role can be used to determine recipients.::::* '''Routing: Role''' - Used to control role of user that will be associated.::::* '''Routing: Selected Users''' - If required, specific users can be selected to be associated::::* '''Roles will be Assigned''' - select the role(s) that you want the contact(s) to be associated with. To assign different contacts with different roles, you will have to create more than one People Association task.

 ::::** If you are allowing the current user to select target user Suppress Workflow Window must be off (not enabled) otherwise the workflow will not fire.::::** If you are allowing the current user to select target user, the Workflow must be triggered by a status, and not by a script.::::** Include a description, as the description will be presented to the user when they are asked to select the contact to be assigned.

::::* '''Respondents''' - Indicates the number of respondents required for this approval.::::* '''Allow Edit''' - Allows editing of the attached object.

::::* If you have selected three respondents on the Request for Approval Task, and the task should only pass if all three respondents click approve you would set the number of respondents on the Approve connector to be three, and the number of respondents on the Reject connector to be one.::::* If you have selected four respondents on the Request for Approval Task, and the task should only pass if three respondents click "Approve," you would set the number of respondents on the Approve connector to be three, and the number of respondents on the Reject connector to be two.

::::* '''Name''' - Narrative name for the task.::::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::::* '''Description''' - Detailed description of the task (optional).::::* '''Expire After''' - Intended duration of the workflow.::::* '''Signority Field''' - drop-down which lists all Signority enabled WPV fields for the entity the workflow is configured against.

::::* '''Name''' - Narrative name for the task.::::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::::* '''Description''' - Detailed description of the task (optional).::::* '''Expire After''' - Intended duration of the workflow.::::* '''Trigger Workflow''' - Select the workflow that should be triggered from this dropdown menu.::::* '''Record id / Variable''' - this setting should contain the unique record ID for the record against which the selected workflow should be triggered. This record ID can be referenced using variables.::::*** Examples: If the workflow to be triggered is a User type workflow, you would need to provide a User ID for the contact record against which you would want the workflow to be triggered.::::*** If the workflow is to be triggered against a series of Level 2s attached to a Level 1 record, you could use List Syntax to define a list of activities meeting certain criteria against which the workflow should be triggered.

::::* '''Name''' - Narrative name for the task.::::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::::* '''Description''' - Detailed description of the task (optional).::::* '''Expire After''' - Intended duration of the workflow.::::* '''Option''' - options are Add or Remove. This determines whether the task will add or remove categories from the organization upon which the workflow is triggered.::::* '''Categories''' - select the categories that should be added or removed from the organization's profile.

::::* '''Name''' - Narrative name for the task.::::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::::* '''Description''' - Detailed description of the task (optional).::::* '''Expire After''' - Intended duration of the workflow.::::* '''Use Field''' - lists custom fields across all UTAs from the selected UTA level. This workflow task will update the selected field with the value in the "Update To Value" setting.

::::* '''Update To Value''' - This workflow task will use this value to update the field selected in the "Use Field" setting. Variables can be used in the "Update To Value" setting as well as hard-coded values.

::::* '''Name''' - Narrative name for the task.::::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::::* '''Description''' - Detailed description of the task (optional).::::* '''Expire After''' - Intended duration of the workflow.::::* '''Use Field''' - lists standard fields from the selected UTA level. This workflow task will update the selected field with the value in the "Update To Value" setting.::::* '''Update To Value''' - accepts hard-coded values and variables. This workflow task will use this value to update the field selected in the "Use Field" setting.

::::* '''Name''' - Narrative name for the task.::::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::::* '''Description''' - Detailed description of the task (optional).::::* '''Expire After''' - Intended duration of the workflow.::::* '''Option''' - options are Add or Remove. This determines whether the task will add or remove roles from the contact upon which the workflow is triggered.::::* '''Roles''' - select the roles that should be added or removed from the contact's profile. ===Task Type: Web Service - HTTP Request===This workflow task type is used to consume a [[APIs|web service]] via a workflow step. The web service will send the HTTP Post request to retrieve information. The response returned by the web service can be stored into a custom field on the object against which the Workflow was triggered. [[File:HTTPPost.PNG|500px]] HTTP Post have the following settings: :* '''URL''' - endpoint of the HTTP Post web service:* '''User Name''' - username to access post location if needed:* '''Password''' - password to access post location if needed:* '''Parameters''' - free text field to pass in parameters such as apitoken , alias id, etc. Can include username and password if not specified in the specific fields:* '''Response Stores To''' - field on system where response from HTTP post can be stored

::::* '''Name''' - Narrative name for the task.::::* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::::* '''Description''' - Detailed description of the task (optional).::::* '''Expire After''' - Intended duration of the workflow.::::* '''Message Template: Action''' - The action to called by the Web Service call (These actions are defined by the external server, and are not part of SmartSimple)::::* '''Message Template: Custom Field ID for Response''' - The Custom Field ID of an XML custom field on the object that the Workflow was triggered against that the response returned by the external server.::::* '''Message Template: Email Message Header''' - The email header can be modified using the following syntax, with the arguments separated by semicolon:::::** X-Priority={1,2,3,4,5}::::** Priority={normal,urgent,non-urgent}::::** Importance={high,normal,low}::::** Sensitivity={personal,private,company,confidential}::::*: e.g. Priority=urgent;Importance=high::::* ::::** '''Message Template: Endpoint''' - The URL or IP address of the destination server::::** '''Message Template: Envelope Template''' - The content of the Web Service message to be sent to the external service. This can contain variables related to the object the workflow is triggered against.::::** '''Message Template: Attach Object''' - Attaches the details of the object to the message. In the case of a SmartSimple object, such as a company, person, or application, the textual details of the object will be added. If the object is a file, then the file will be attached to an e-mail message, but not an instant message.::::** '''Message Template: Attachment File IDs''' - Attach additional default files when triggered from a Smart Folder. See the Determining the File ID article for instructions.::::** '''Message Template: Save as Event''' - Email will be saved as an event. 

:::::: <span style="font-size: small;">&lt;![CDATA[ '''''CONTENTS''''' ]]></span>

::::** '''Name''' - Narrative name for the task.::::** '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.::::** '''Description''' - Detailed description of the task (optional).::::** '''Translate to''' - set which language or languages to translate to for the custom fields that have enabled translation 

When shown, the translated field values will appear directly underneath the existing field value.

:::::* The workflow tasks will be imported into the new workflow.:::::* The Edit Workflow page will refresh to show the newly-added workflow tasks.

:::::* "@Selection@"="Yes":::::* "@Selection@"="No":::::* "@Selection@"!="Yes" and "@Selection@"!="No":::::* The last statement could also be represented as "@Selection@" not in ("Yes","No")

:::::* date_format(now(),"%d")="01" 

Three level one [[types]] exist in a given [[UTA|application]], with [[Determining the typeid|typeIDs]] of 12345, 45678 and 67890.

::::::* ''"@levelone.typeid@"="12345"'' and::::::* ''"@levelone.typeid@"="45678"'', respectively

As above, three Three level one [[types]] exist in a given [[UTA|application]], with [[Determining the typeid|typeIDs]] of 12345, 45678 and 67890.

:::::: * ''"@levelone.typeid@"="12345"'',::::::* ''"@levelone.typeid@"="45678"'' and::::::* ''"@levelone.typeid@"="67890"'', respectively 

:::::: * ''"@levelone.typeid@"="12345"''::::::* ''"@levelone.typeid@"!="12345"'' (not equal to "12345"), and::::::* ''"@levelone.typeid@" NOT IN ("12345","45678")'', respectively 

Three [[Level_2_Types|level 2 types]] exist in a given [[UTA|application]], with [[Determining the typeid|typeIDs]] of 12345, 45678 and 67890.

Two level 2 [[status]]es exist in the same application, with [[Determining the statusid|statusIDs]] of 888 and 999.

::::::* ''"@level2.typeid@" in ("12345","45678") AND "@level2.statusid@" in ("888","999")'' and::::::* ''"@level2.statusid@" in ("888","999")'' 

::::::* ''"@level2.typeid@" in ("12345","45678") AND "@level2.statusid@" in ("888","999")'' and::::::* ''"@level2.typeid@" not in ("12345","45678") AND "@level2.statusid@" in ("888","999")'' 

::::::* ''"@level2.statusid@" not in ("888","999")'' 

::::::* never not have instructions on ''whether'' to trigger the next workflow task (Rule #1), and::::::* always have clear instructions on ''which'' task to trigger given a certain set of conditions (Rule #2).

:::::* "@@ievent":::::* "@@itodo":::::* "@@icard"

::::::  Example: 

:::::: Example: 

:::::* You must not select Let current user select target user from this role for the Routing of workflows triggered by script, as they will not execute.:::::* Because the workflow is triggered when the script executes it happens before the record is saved. If the workflow changes the Status or a Custom Field value, when the record on the screen is actually saved it will overwrite any changes made by the workflow by those on the page that is being saved. Accordingly you should include any Status or Custom Field changes within the JavaScript that triggers the Workflow.:::::* If this function is called with a button on a page where standard libraries are not included, make sure to include /js/sstools.js (Example:<script src="js/sstools.js" type="text/javascript"></script>).

:::::* @password@ - Checks if the user is activated:::::** if the [[User|user]] is not activated then generates a new random [[Password|password]] (i.e. Your password is: ABCDEFGH):::::** if the [[User|user]] is activated then sends the text "current password" (i.e. Password is: current password)

:::::** @randompassword@ - generates a new random [[Password|password]]:::::** @checkactivatedpassword@ - checks if the [[User|user]] is activated:::::*** if the [[User|user]] is not activated then generates a new random [[Password|password]]:::::*** if the [[User|user]] is activated then sends the text "existing password" (see '''Notes''' below)

:::::*** '''Workflows''' – click this tab to see list of workflows.:::::*** '''Tasks''' – click this tab to see a list of tasks for all workflows.:::::*** '''Outstanding Tasks''' – click this tab to see a list of outstanding tasks for all workflows.

:::::*** outstanding tasks that you need to complete based on SmartSimple [[workflows]],:::::*** tasks that other people need to complete where you are participating in some steps in the workflow, and:::::*** project tasks that you are assigned to complete.

:::::*** '''Task Name''' – The name of the [[Workflow|workflow]] task.:::::*** '''Created Date''' – The date the task was triggered.:::::*** '''Task Description''' – The description of the task’s purpose.:::::*** '''Action''' – The '''Routing Options''' for the request. These options are only visible for '''Requests For Approval'''.:::::*** '''Comments''' – This box is always visible but can only be used with '''Request For Comments'''.:::::*** '''Object Area''' – The bottom portion of the request screen where the attached object is displayed.

:::::**# Your [[Browser|browser]] has a pop-up blocker.:::::**# [[Workflow|Workflows]] are not enabled.:::::**# There is another [[Workflow|workflow]] triggering on the same status.:::::**# Your [[Workflow|workflow]] is not configured properly.

:::::**# Allow [[SmartSimple]] as a trusted site '''''or''''' check your [[Browser|browser]] for any tool bars that may be blocking the pop-ups '''''or''''' set the [[Workflow|workflows]] to [[Workflow - Silent Mode|suppress pop-ups]].:::::**# Typically in [[UTA]]s, you will need to edit the ''template'' and enable [[Workflow|workflows]] for the level at which they are being triggered.:::::**# You will need to review the other [[Workflow|workflows]] to make sure that two [[Workflow|workflows]] are not triggering on the same status.:::::**# You will need to review the configuration of the [[Workflow|workflows]] to ensure that the connectors are set appropriately as well as the individual tasks that are to take place.

:::::*** Click on the hyperlink for [[Global Settings]]:::::*** Go System tab, click on the hyperlink for ''Workflows'':::::*** The workflow ID is visible as the right-most column on the list of workflows.

:::::*** Click on the Edit workflow icon for the Workflow you want, and the Workflow ID will be at the top of the page: