Workflow
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< WorkflowThe following pages link to here:
View (previous 50) (next 50) (20 | 50 | 100 | 250 | 500).- Administration Interface
- SmartSimple
- Configuration Menu
- SmartSimple Administration Screen Layout
- Template
- Global Administrator
- Creating a Universal Tracking Application
- Terminology Settings
- Creating Level 1 Statuses
- Level 1 Templates
- Standard Level 1 Field List
- Creating a Lead Sign Up Page for your Web Site
- Sharing Your Calendar
- Web Page View Field
- Using Sync.SmartSimple.org
- Receiving from Settings
- SmartSimple Workflows Guide
- Overview of the Sign Up Features
- The Key Control Element – Roles
- Subscribing to On-Demand Applications
- Using the SmartFolders Application
- Sharing Your Calendar with Other Contacts
- Setting up Common Calendars
- Using Discussion Groups
- Setting the Receiving Instance Settings
- Creating Message Templates
- Creating a Web Form
- Creating Opportunities
- Suppress Workflow Window
- Workflow Triggers on Dates
- Workflows - Overview
- Workflow Properties
- Creating a Single Step Workflow
- Adding a Workflow Task in an Acknowledgment Workflow
- Setting the Step Role in an Acknowledgment Workflow
- Selecting Recipients in an Acknowledgment Workflow
- Completing an Acknowledgment Workflow
- Attaching an Acknowledgment Workflow to an Object
- Creating a Request for Comment Workflow
- Adding a Step to a Request for Comment Workflow
- Setting the Message Type in a Request for Comment Workflow
- Setting the Process Options in a Request for Comment Workflow
- Selecting the Connector Trigger Types in a Request for Comment Workflow
- Completing a Request for Comment Workflow
- Attaching a Request for Comment Workflow to an Object
- Testing a Request for Comment Workflow
- Reviewing Workflow Requests
- Enabling Workflows in the UTA
- Creating a Level One Workflow
- Triggering the Level One UTA Workflow
