Workflow Types

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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

Notes