Difference between revisions of "Workflow Task Types"
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The task type determines how the task should be processed. | The task type determines how the task should be processed. | ||
| − | # '''Acknowledgement''' tasks simply generate a message to appropriate users. | + | # '''Acknowledgement''' tasks simply generate a message to appropriate [[User|users]]. |
| − | # '''Request for Approval''' tasks generate action requirements that need an approval. These will be displayed in the Workflow Request area. | + | # '''Request for Approval''' tasks generate action requirements that need an approval. These will be displayed in the [[Workflow]] Request area. |
| − | # '''Request for Comment''' tasks generate comment requirements. These will be displayed in the Workflow Request area. | + | # '''Request for Comment''' tasks generate comment requirements. These will be displayed in the [[Workflow]] Request area. |
| − | # '''Change Status''' tasks changes the status of the object that triggered the workflow. There is no messaging on this task type. | + | # '''Change Status''' tasks changes the status of the object that triggered the [[Workflow|workflow]]. There is no messaging on this task type. |
| − | # '''Create New Activity''' tasks can be used in Sales Tracking and UTA Activities workflows to create new activities. | + | # '''Create New Activity''' tasks can be used in [[Sales Tracking]] and [[UTA]] Activities workflows to create new activities. |
| − | # '''Update Custom Field Value''' type tasks are used to update a custom field to an entered value. This task type is only available for UTA workflows. | + | # '''Update Custom Field Value''' type tasks are used to update a [[Custom Fields|custom field]] to an entered value. This task type is only available for [[UTA]] workflows. |
| − | # '''Pick Action User for Next Task''' type tasks are used to pre-select the user that is responsible for a task that immediately follows this task type. This is necessary for tasks that will trigger at a later date. ''(Not available on all servers)'' | + | # '''Pick Action User for Next Task''' type tasks are used to pre-select the [[User|user]] that is responsible for a task that immediately follows this task type. This is necessary for tasks that will trigger at a later date. ''(Not available on all servers)'' |
# '''User Activation''' - this type of [[Workflow|workflow]] step is used to activate a contact as a [[User|user]] and send the credentials in order to log in. This is particularly useful if you are doing project-type work and only wish to activate a [[User|user]] as part of a project. | # '''User Activation''' - this type of [[Workflow|workflow]] step is used to activate a contact as a [[User|user]] and send the credentials in order to log in. This is particularly useful if you are doing project-type work and only wish to activate a [[User|user]] as part of a project. | ||
# '''Internet Communication - HTTP POST''' - provides you with the ability to pass a string of data to another web service via a [[Workflow|workflow]] step. | # '''Internet Communication - HTTP POST''' - provides you with the ability to pass a string of data to another web service via a [[Workflow|workflow]] step. | ||
# '''Generate PDF File''' - this feature provides for the the auto generation of a '''PDF''' that will be emailed to the person(s) designated in the [[Workflow|workflow]] step. | # '''Generate PDF File''' - this feature provides for the the auto generation of a '''PDF''' that will be emailed to the person(s) designated in the [[Workflow|workflow]] step. | ||
| − | # '''Move Object''' type tasks can be used for files, companies, and people. This task type is used to move files from one Smart Folder to another or move a company under another company or move people to another company. ''(Not available on all servers)'' | + | # '''Move Object''' type tasks can be used for files, companies, and people. This task type is used to move files from one [[Smart Folder]] to another or move a company under another company or move people to another company. ''(Not available on all servers)'' |
[[Category:Workflows]] | [[Category:Workflows]] | ||
Revision as of 12:26, 11 May 2009
The task type determines how the task should be processed.
- Acknowledgement tasks simply generate a message to appropriate users.
- Request for Approval tasks generate action requirements that need an approval. These will be displayed in the Workflow Request area.
- Request for Comment tasks generate comment requirements. These will be displayed in the Workflow Request area.
- Change Status tasks changes the status of the object that triggered the workflow. There is no messaging on this task type.
- Create New Activity tasks can be used in Sales Tracking and UTA Activities workflows to create new activities.
- Update Custom Field Value type tasks are used to update a custom field to an entered value. This task type is only available for UTA workflows.
- Pick Action User for Next Task type tasks are used to pre-select the user that is responsible for a task that immediately follows this task type. This is necessary for tasks that will trigger at a later date. (Not available on all servers)
- User Activation - this type of workflow step is used to activate a contact as a user and send the credentials in order to log in. This is particularly useful if you are doing project-type work and only wish to activate a user as part of a project.
- Internet Communication - HTTP POST - provides you with the ability to pass a string of data to another web service via a workflow step.
- Generate PDF File - this feature provides for the the auto generation of a PDF that will be emailed to the person(s) designated in the workflow step.
- Move Object type tasks can be used for files, companies, and people. This task type is used to move files from one Smart Folder to another or move a company under another company or move people to another company. (Not available on all servers)
