4,401
edits
Changes
no edit summary
In this example you will create a [[Workflow|workflow]] that sends an alert when a customer adds a new file to their shared [[Smart Folder]] and allows you to approve, reject or ask to revise the file submission.
You will first create the [[Workflow|workflow]], and then attach the [[Workflow|workflow]] to the customer folder.
1. Click the '''New Workflow''' button. The '''New Workflow''' window is displayed.
=Setting the Workflow Type=
[[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.
1. Click the '''Workflow type''' combo box.
This [[Workflow|workflow]] will be attached to a folder, but will trigger only when a file is added to that folder.
2. Set the [[Workflow]] type to '''File'''.
[[Image:Ark27.png]]
3. Set the '''Name''' to '''Customer File Alert'''.
[[Image:Ark28.png]]
4. Set the '''Description''' as shown below.
[[Image:Ark29.png]]
=Setting the Trigger Type=
The default '''New''' option is correct.
=Saving the Workflow=
It is necessary to save to [[Workflow|workflow]] details before you can add any [[Workflow|workflows]].
1. Click the '''Save''' button.
The [[Workflow|workflow]] is saved.
2. Click the '''View Workflows''' tab to see the [[Workflow|workflows]] list.
[[Image:Ark30.png]]
[[Category:System Management]][[Category:Workflows]][[Category:Applications]]
You will first create the [[Workflow|workflow]], and then attach the [[Workflow|workflow]] to the customer folder.
1. Click the '''New Workflow''' button. The '''New Workflow''' window is displayed.
=Setting the Workflow Type=
[[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.
1. Click the '''Workflow type''' combo box.
This [[Workflow|workflow]] will be attached to a folder, but will trigger only when a file is added to that folder.
2. Set the [[Workflow]] type to '''File'''.
[[Image:Ark27.png]]
3. Set the '''Name''' to '''Customer File Alert'''.
[[Image:Ark28.png]]
4. Set the '''Description''' as shown below.
[[Image:Ark29.png]]
=Setting the Trigger Type=
The default '''New''' option is correct.
=Saving the Workflow=
It is necessary to save to [[Workflow|workflow]] details before you can add any [[Workflow|workflows]].
1. Click the '''Save''' button.
The [[Workflow|workflow]] is saved.
2. Click the '''View Workflows''' tab to see the [[Workflow|workflows]] list.
[[Image:Ark30.png]]
[[Category:System Management]][[Category:Workflows]][[Category:Applications]]
