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| − | =Overview=
| + | #REDIRECT [[Workflows_Overview#Create_workflow_tasks]] |
| − | {| border="1" cellpadding="5"
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| − | !Workflow Type!! Enabled On!!Trigger!!Termination
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| − | |Company||Company or Branch||New or Modified company or Branch||N/A
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| − | |User||Company or Branch||New or Modified user or contact||N/A
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| − | |File||Smart Folder||New or Modified file in folder||N/A
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| − | |Smart Folder||
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| − | |Applicant Assignment||Always Available||Assignment Status||Assignment Status
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| − | |Job Tracking||Job in Job Tracking or Applicant Tracking||Job Status||Job Status
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| − | |Sales Tracking||Opportunity||Opportunity Status||Opportunity Status
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| − | |Web Forms||Web Form||New or Modified Web Form||N/A
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| − | |Universal Tracking Application<br><font size="1">''Select the name of the relevant UTA''</font>||UTA Template||Level 1 Status||Level 1 Status
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| − | |Universal Tracking Application<br><font size="1">''Select the name of the relevant UTA''</font>||[[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] Custom Field<br> <font size="1">''Note: Can be at any level within the selected [[UTA]]''</font>||File upload<br><font size="1">''Note: Within the workflow set '''Trigger When''' to '''--Deactivate--'''''</font>||N/A
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| − | |UTA Role Assignment||
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| − | |Tracking Activities||UTA Template||Level 2 Status||Level 2 Status
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| − | |Tracking Activity Assignment||UTA Template||Addition of Level 2 Contact||N/A
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| − | |Tracking Sub-Activities||UTA Template||Level 3 Status||Level 3 Status
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| − | |Notes
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| − | |}
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| − | =Details=
| + | {{DeprecatedPage}} |
| − | ==Company==
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| − | * If '''New''' is selected the [[Workflow]] will only be triggered when a new Company is created.
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| − | * If '''Modified'' is selected the [[Workflow]] will be triggered both when a new Company is created, or an existing Company is modified.
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| − | * Only a single workflow can be selected per Company.
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| − | * When a Company is created/modified it will trigger the [[Workflow]] on the parent company, as well as it's parent company, and so on...
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| − | [[Category:Workflows]]
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This article is deprecated and the information contained within may no longer be correct.
