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Workflows Overview

14 bytes added, 12:34, 10 July 2017
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* '''Routing: Selected Users''' - details of the users configured as Recipients in the Role section
* '''Routing Options''' - Specifies the types of options available to process this workflow step. In many instances, the default options can be used, such as Approved, Rejected or Revise. But additional and alternate sets of options can be created to reflect more complex business processes.
 
===Task Type: Activate/Deactivate User===
* '''Routing: Selected Users''' - If required, specific users can be selected to complete this task. This technique restricts the number of users that the initiator can select.
* '''Routing: Routing Options''' - Specifies the types of options available to process this workflow step. In many instances, the default options can be used, such as Approved, Rejected or Revise. But additional and alternate sets of options can be created to reflect more complex business processes.
 
===Task Type: Internet Communication – HTTP Post===
* '''Parameters''' - free text field to pass in parameters such as apitoken , alias id, etc. Can include username and password if not specified in the specific fields
* '''Response Store to Custom Field ID''' - field on system where response from HTTP post can be stored
 
===Task Type: People Association ===
:*Examples: If the workflow to be triggered is a User type workflow, you would need to provide a User ID for the contact record against which you would want the workflow to be triggered.
:*If the workflow is to be triggered against a series of Level 2s attached to a Level 1 record, you could use List Syntax to define a list of activities meeting certain criteria against which the workflow should be triggered.
 
===Task Type: Update Company Category ===
If the response should be saved to a [[System Variable]], the syntax would be:
@system.xml.''fieldname''.''nodename''.nodevalue@
 
 
==Using variable syntax to select recipients for workflow tasks==
* The workflow tasks will be imported into the new workflow.
* The Edit Workflow page will refresh to show the newly-added workflow tasks.
 
 
==Workflow Condition==
3. Third click returns to the default sort order.
 
 
==Workflow Diagram==
[[Image:workflow2017_17.png|border]]
 
 
==Workflow Pending Queue==
[[Image:workflow2017_18.png|900px|border]]
 
 
==Workflow History==
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