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	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

Details

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...