{{SeqWFPageHeader}} #REDIRECT [[SmartSimple]]'s software can be configured for work flow automation based on your existing processes. You can create and apply a [[Workflow|workflow]] to [[Applications|applications]], or other types of objects such as folders, companies, and people.For example, a specific [[Smart Folder]] or group of contacts may require a specific approval process associated with a specific [[Role|role]] or person.The people that you can associate with actions can be within the company or [[External|external]] to the company.==Action Objects==The following objects can be associated with a [[Workflow|workflow]].* '''People and Companies''' – you can create custom [[Workflow|workflows]] around these objects. For example: a new employee [[Workflow|workflow]] or a prospect [[Workflow|workflow]].* '''Applications''' – [[Sales Tracking]], [[Applicant Tracking]], [[Web Form|Web Forms]], [[Universal Tracking Application]].* '''Smart Folders''' – any type of file can be stored in the [[Smart Folder]] to provide global access from any location.==Action Lists==There are two action item lists called [[Workflow Requests]]:* '''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]].* '''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.[[Workflow|Workflows]] are logical representations of business procedures. Some common examples of [[Workflow|workflow]] driven processes are:* '''Project Management''' – request for actions based on project status.* '''Documentation Workflow''' – the steps required to create, edit, and finally get a document approved.* '''Follow up Workflow''' – remind someone to contact a new client after a pre-determined length of time.* '''Problem Solving Workflow''' – the steps required to process problems and associated escalation procedures.==Note==* 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.{{PrevNextStart}} [[:Category:Workflows|Back to Workflow Category]]{{PrevNextMid}}[[Workflow Properties]] {{PrevNextEnd}} [[Category:System Management]][[Category:Workflows]][[Category:ApplicationsOverview]]
