Difference between revisions of "Workflow Types"
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|File||Smart Folder||New or Modified file in folder||N/A | |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 | |Applicant Assignment||Always Available||Assignment Status||Assignment 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 | |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 | |Tracking Activities||UTA Template||Level 2 Status||Level 2 Status | ||
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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 | ||
|} | |} | ||
− | === | + | ==Notes== |
− | * | + | ===Company=== |
+ | * If '''New''' is selected the [[Workflow]] will only be triggered when a new Company is created. | ||
+ | * If '''Modified'' is selected the [[Workflow]] will be triggered both when a new Company is created, or an existing Company is modified. | ||
+ | * Only a single workflow can be selected per Company. | ||
+ | * 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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+ | |||
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[[Category:Workflows]] | [[Category:Workflows]] |
Revision as of 14:48, 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 | Smart Folder | 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 | UTA Role Assignment | 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 | Notes |
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Notes
Company
- If New is selected the Workflow will only be triggered when a new Company is created.
- If 'Modified is selected the Workflow will be triggered both when a new Company is created, or an existing Company is modified.
- Only a single workflow can be selected per Company.
- 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...