Difference between revisions of "Workflow Task Types"

Revision as of 09:58, 14 May 2009

The task type determines how the task should be processed.

The following Task Types are available:

1. Acknowledgement tasks simply generate a message to appropriate users.
2. Request for Approval tasks generate action requirements that need an approval. These will be displayed in the Workflow Request area.
3. Request for Comment tasks generate comment requirements. These will be displayed in the Workflow Request area.
4. Change Status tasks changes the status of the object that triggered the workflow. There is no messaging on this task type.
5. Create New Activity tasks can be used in Sales Tracking and UTA Activities workflows to create new activities.
6. 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.
7. 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)
8. 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.
9. Internet Communication - HTTP POST - provides you with the ability to pass a string of data to another web service via a workflow step.
10. 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.
11. 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)