{{SeqWFPageHeader}}==Overview==Single step [[Workflow|workflows]] are useful for creating alert type messages. Some examples of where you may consider using single step [[Workflow|workflows]] would be to:* Alert a sales person when a customer adds a file to the system.* Get an alert when a new contact is added to the database.* Send a copy of a new file to your customer, by simply adding the file to a folder.* Send a confirmation message to a new customer when they are added to the system.* Trigger an e-mail alert when someone registers on your website for information.==Navigating to the Workflow Options Page==# Under the '''Configuration''' menu, click on '''REDIRECT [[:Category:Workflows|Workflows]]'''# The '''Workflows''' options page will be displayed==Creating an Acknowledgment Workflow==In this example you will create a [[Workflow|workflow]] that sends an alert when a contact is added to a company.1. Click the '''New Workflow''' button.[[Image:WFTask.png]]The '''New Workflow''' window is displayed.[[Image:WorkFTask2.png]]==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. The '''workflow object types''' are listed.[[Image:WFTask3.png]]See [[Workflow Types]] for details.This [[Workflow|workflow]] will be attached to a company, but will trigger only when a contact is added to that company.2. Set the '''Workflow type''' to [[User]].3. Set the '''Name''' to '''New Contact Added'''.4. Set the '''Description''' to '''A new contact has been added to the system'''.==Setting the Trigger Type==The [[Workflow]] trigger determines when a new [[Instance|instance]] of the [[Workflow|workflow]] should be started.* The '''New''' option will only trigger when a new object is created. In this example, when a new [[User|user]] is added to the company.* The '''Modified''' option will trigger the [[Workflow|workflow]] when an existing object is changed.* The '''On Demand''' option will trigger the [[Workflow|workflow]] when called by a [[System Call|System Call]] or a [[Custom Field Type: Special – Browser Script|browser script]].The default '''New''' option is correct.[[Image:WFTask4.png]]==Saving the Workflow==It is necessary to save to [[Workflow|workflow]] details before you can add any tasks.1. Click the '''Save''' button.[[Image:WFTask6.png]]The '''workflow''' is saved.[[Image:WorkFTask5.png]]The Workflow ID is now populated and the following options appear along the top of the screen:* '''Back''' – click this tab to return to the previous page accessed.* '''Workflows''' – click this tab to return to the [[Workflow|workflow]] list.* '''New Task''' – click this tab to create a new [[Workflow|workflow]] task.* '''Diagram''' – click this tab to see a [[diagram view]] of the workflow.The following tabs are also displayed:* '''Task''' – click this tab to view [[Workflow|workflow]] task and to edit tasks. Tasks are steps within the workflow. * [[Pending Queue]] – click this tab to see a list of outstanding tasks for this [[Workflow|workflow]], to delete certain tasks and to reassign tasks to other contacts within the system.* '''History''' - click this tab to see a list of completed tasks for this workflow.==Create New Task=={{Adding a Workflow Task}}==Configure System to display Workflow options==* the user creating the workflow must have permission to set company workflow trigger. Go to - Roles & Permissions - Manager Permissions, Under permissions, click on Workflows - Attach Workflow to Company.[[Image:100504_workflow_manager_permission.jpg]][[Image:100504_workflow_manager_permission_01.jpg]]- select the role that will be triggering the workflow.- once the role is selected, the options will display in the edit company view.<br />[[Image:100504_workflow_manager_permission_02.jpg]]{{PrevNextStart}} [[Workflow Types]]{{PrevNextMid}} [[Adding a Workflow Task in an Acknowledgment Workflow]]{{PrevNextEnd}} [[Category:System Management]][[Category:Workflows]][[Category:ApplicationsOverview]]