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It is possible to have a workflow automatically start after a user logs into the application for the first time. Selection of this Welcome Workflow is done on the 'Start' page of 'Global Settings'.

  • <...> - Select the workflow from the workflows catalog
  • Edit - Open the selected workflow in the Workflow Creation Tool
  • Clear - Clear the welcome workflow selection (no workflow will be run at logon)

In standard Valuemation, the functionality is used to display a predefined welcome message for the first time user (workflow 'on_logon'). It can, of course, be used to execute any other action at logon.

Notes:

  • One welcome workflow is used for all Valuemation users.
  • User session logging must be enabled globally so that the application can identify users' first time logon.

See Also

Miscellaneous Setting Pages

Payments

Plan Payments

Service Message