Difference between revisions of "Workflow Types"
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|User||Company or Branch||New or Modified user or contact||N/A | |User||Company or Branch||New or Modified user or contact||N/A | ||
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− | |File|| | + | |File||SmartFolder||New or Modified file in [[SmartFolder]]||N/A |
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− | | | + | |SmartFolder|| |
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|Applicant Assignment||Always Available||Assignment Status||Assignment Status | |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 | + | |Job Tracking||Job in Job Tracking or [[Applicant Tracking]]||Job Status||Job Status |
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− | |Sales Tracking||Opportunity||Opportunity Status||Opportunity Status | + | |[[Sales Tracking]]||Opportunity||Opportunity Status||Opportunity Status |
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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<br><font size="1">''Select the name of the relevant UTA''</font>||UTA Template||Level 1 Status||Level 1 Status | + | |[[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 | + | |[[]Universal Tracking Applicatio]n<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|| | |UTA Role Assignment|| |
Revision as of 15:04, 2 October 2009
Overview
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 | SmartFolder | New or Modified file in SmartFolder | N/A | SmartFolder | 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 Applicatio]n 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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Details
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 Company workflow can be selected per Company.
- When a Company is created/modified it will trigger the Workflow on the parent company, as well as that parent's company, and so on...
User
- If New is selected the Workflow will only be triggered when a new User or Contact is created.
- If 'Modified is selected the Workflow will be triggered both when a new User/Contact is created, or an existing User/Contact is modified.
- Only a single User workflow can be selected per Company.
- When a User is created/modified it will trigger the Workflow on the parent company, as well as that company's parent company, and so on...
UTA Level 1
- To create a status-driven Workflow associated with a UTA Level select the name of the UTA as the Workflow Type.
- Be sure to enable the workflow on the relevant Template page in the UTA.
UTA File Upload
- To create Workflow that is triggered by uploading a file to a Single File or Multiple Files Custom Field select the name of the UTA as the Workflow Type. Select --Deactivate-- as the Trigger When setting.
- Note: This is the configuration for Single or Multiple File Custom Fields at Level 1, Level 2 and Level 3.
- If the file Custom Field is located at Level 2 or Level 3 you can connect this Workflow to a Tracking Activities or Tracking Sub-Activities Workflow Type in order to carry out the Workflow Tasks available at those levels.
- Be sure to select the workflow in the Custom Field File Settings section of the relevant Single File or Multiple Files Custom Field