Workflow Types
From SmartWiki
Overview
| Workflow Type | Enabled On | Trigger | Termination | Recurring | Activate button on Workflow | Deactivate button on Workflow | 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 | Applicant Tracking | 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 | Smart Folders | 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 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Transactions | N/A | Transaction Status | N/A | Notes | UTA Role Assignment | UTA Template | Contact Assignment at Level 1 (with the Role specified) |
N/A | UTA Company Assignment | UTA Template | Company Assignment at Level 1 | N/A |
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 a 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.
- The Workflow is not triggered by file deletions.
- Be sure to select the workflow in the Custom Field File Settings section of the relevant Single File or Multiple Files Custom Field
- Note: The history list on the workflow will only track file uploads to Level 1 Custom Fields. Uploads to File Custom Fields located at Level 2 and level 3 will not be included in the list.
See Also
