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Workflows Overview

36 bytes added, 17:00, 7 July 2017
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If the current User has the Workflows - Attach Workflow to Company System Feature Permission enabled then they will see 2 drop-downs on an organization profile
* '''Company Workflow ''' - which lists all Workflows with a Workflow Type of Company. Only a single company workflow can be selected per Company* '''User Workflow ''' - which lists all Workflows with a Workflow Type of User. Only a single User workflow can be selected per Company
The way the selected Company workflow will execute will depend on the Trigger Type:
* If '''New ''' is selected the Workflow will only be triggered when a new Company is created. * If '''Modified ''' is selected the Workflow will be triggered both when a new Company is created, or an existing Company is modified.
The way the selected User workflow will execute will depend on the Trigger Type:
* If '''New ''' is selected the Workflow will only be triggered when a new User or Contact is created. * If '''Modified ''' is selected the Workflow will be triggered both when a new User/Contact is created, or an existing User/Contact is modified.
Smartstaff, administrator
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