Difference between revisions of "Workflow Task Types"
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# '''[[Workflow Task Type: Create New Activity|Create New Activity]]''' tasks can be used in [[Universal Tracking Application]] workflows to create new Level 2 records. | # '''[[Workflow Task Type: Create New Activity|Create New Activity]]''' tasks can be used in [[Universal Tracking Application]] workflows to create new Level 2 records. | ||
# '''[[Update Custom Field Value]]''' type tasks are used to update a [[Custom Fields|custom field]] to an entered value. | # '''[[Update Custom Field Value]]''' type tasks are used to update a [[Custom Fields|custom field]] to an entered value. | ||
+ | # '''[[Update Standard Field Value]]''' type tasks are used to update a [[Standard Fields|standard field]] to an entered value. | ||
# '''[[Workflow Task Type: Select User for Next Task|Select User for Next Task]]''' used to pre-select the [[User|user]] that is responsible for a task that immediately follows this task type. This is necessary for tasks that will trigger at a later date. | # '''[[Workflow Task Type: Select User for Next Task|Select User for Next Task]]''' used to pre-select the [[User|user]] that is responsible for a task that immediately follows this task type. This is necessary for tasks that will trigger at a later date. | ||
# '''User Activation''' - this type of [[Workflow|workflow]] step is used to activate a contact as a [[User|user]] and send the credentials in order to log in. This is particularly useful if you are doing project-type work and only wish to activate a [[User|user]] as part of a project. | # '''User Activation''' - this type of [[Workflow|workflow]] step is used to activate a contact as a [[User|user]] and send the credentials in order to log in. This is particularly useful if you are doing project-type work and only wish to activate a [[User|user]] as part of a project. |
Revision as of 11:51, 10 January 2013
The task type determines how the task should be processed.
The following Task Types are available:
- Acknowledgement tasks simply generate a message to appropriate users.
- Request for Approval tasks generate action requirements that need an approval. These will be displayed in the Workflow Request area.
- Request for Comment tasks generate comment requirements. These will be displayed in the Workflow Request area.
- Change Status tasks changes the status of the object that triggered the workflow. There is no messaging on this task type.
- Create New Activity tasks can be used in Universal Tracking Application workflows to create new Level 2 records.
- Update Custom Field Value type tasks are used to update a custom field to an entered value.
- Update Standard Field Value type tasks are used to update a standard field to an entered value.
- Select User for Next Task used to pre-select the user that is responsible for a task that immediately follows this task type. This is necessary for tasks that will trigger at a later date.
- User Activation - this type of workflow step is used to activate a contact as a user and send the credentials in order to log in. This is particularly useful if you are doing project-type work and only wish to activate a user as part of a project.
- Internet Communication - HTTP POST - provides you with the ability to pass a string of data to another web service via a workflow step.
- Generate PDF File - this feature provides for the the auto generation of a PDF that will be emailed to the person(s) designated in the workflow step.
- Move Object type tasks can be used for files, companies, and people. This task type is used to move files from one Smart Folder to another or move a company under another company or move people to another company. (Not available on all servers)
- People Association - This task type will add either pre-defined, or user selected, contact(s) to the contacts section of a Level 1 record with a given role.
- Activate/Deactivate User task will set the access type of a user and not set any password or remove access. The task can be triggered for "New", "Modified" or "On Demand". "On Demand" is used when a script calls the workflow.
- Update User Role task will add or remove selected roles from the user.
Note: The Task Types available will vary depending on the Workflow Type selected.