Difference between revisions of "Workflow Types"
From SmartWiki
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| − | ! | + | !Workflow Type!! Enabled On!!Trigger!!Termination |
|+ | |+ | ||
|Company||Company or Branch||New or Modified company or Branch||N/A | |Company||Company or Branch||New or Modified company or Branch||N/A | ||
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|Web Forms||Web Form||New or Modified Web Form||N/A | |Web Forms||Web Form||New or Modified Web Form||N/A | ||
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| − | |Universal Tracking Application||UTA Template||Level | + | |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||[[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 | + | |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 |
|+ | |+ | ||
|Tracking Activities||UTA Template||Level 2 Status||Level 2 Status | |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 | |Tracking Sub-Activities||UTA Template||Level 3 Status||Level 3 Status | ||
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| + | ===Notes=== | ||
| + | * | ||
[[Category:Workflows]] | [[Category:Workflows]] | ||
Revision as of 12:24, 2 October 2009
| Workflow Type | Enabled On | Trigger | Termination | Company | Company or Branch | New or Modified company or Branch | N/A | User | Company or Branch | New or Modified user or contact | N/A | File | Smart Folder | New or Modified file in folder | N/A | Applicant Assignment | Always Available | Assignment Status | Assignment Status | Job Tracking | Job in Job Tracking or Applicant Tracking | Job Status | Job Status | Sales Tracking | Opportunity | Opportunity Status | Opportunity Status | Web Forms | Web Form | New or Modified Web Form | N/A | Universal Tracking Application Select the name of the relevant UTA |
UTA Template | Level 1 Status | Level 1 Status | Universal Tracking Application Select the name of the relevant UTA |
Single File or Multiple Files Custom Field Note: Can be at any level within the selected UTA |
File upload Note: Within the workflow set Trigger When to --Deactivate-- |
N/A | Tracking Activities | UTA Template | Level 2 Status | Level 2 Status | Tracking Activity Assignment | UTA Template | Addition of Level 2 Contact | N/A | Tracking Sub-Activities | UTA Template | Level 3 Status | Level 3 Status |
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