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* 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 Company workflow can be selected per Company. * When a Company is created/modified it will trigger the [[Workflow]] on the parent company, as well as itthat parent's parent company, and so on...
==User==
* If '''New''' is selected the [[Workflow]] will only be triggered when a new User or Contact is created.
* If '''Modified'' is selected the [[Workflow]] will be triggered both when a new User/Contact is created, or an existing User/Contact is modified.
* Only a single User workflow can be selected per Company.
* When a User is created/modified it will trigger the [[Workflow]] on the parent company, as well as that company's parent company, and so on...
==UTA Level 1==
* To create a status-driven Workflow associated with a UTA Level select the name of the UTA as the Workflow Type.
==UTA File Upload==
* To create Workflow that is triggered by uploading a file to a [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] Custom Field select the name of the UTA as the Workflow Type. Select '''--Deactivate--''' as the '''Trigger When''' setting.
* '''Note:''' This is the configuration no matter which level contains the File [[Custom Field]].
* If the file [[Custom Field]] is located at Level 2 or Level 3 you can connect this [[Workflow]] to a '''Tracking Activities''' or '''Tracking Sub-Activities''' [[Workflow]] Type in order to carry out the [[Workflow Tasks]] available at those levels.
[[Category:Workflows]]
