Changes

Jump to: navigation, search

Creating a workflow with scheduled reminders

7 bytes removed, 18:54, 17 May 2022
m
Creating a New Workflow
<u>'''Note''':</u> The field names, activity types, and status names referenced in this example are specific to the SmartSimple Grants Demo System. If you are trying to replicate this workflow in your own system, check that you are using the correct field names, activity types and statuses specific to your system. You can build your workflow on your production system first and test it on your backup the next day. Make sure to set the '''Trigger On''' to '''Deactivate''' so the workflow won’t run. Once your workflow appears in your backup, you can set the '''Trigger On''' to the correct status and test your workflow without worrying about impacting your production environment.&nbsp;
=Configuration - Advanced=
Smartstaff
2,353
edits

Navigation menu