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Workflows Overview

114 bytes added, 16:14, 7 July 2017
Create workflow tasks
4. Update Task Name then select the Task Type. The task type determines how the task should be processed. The available Task Types include:
* '''Acknowledgement''' - use to generate a message such as an email to appropriate users.
* '''Request for Approval ''' - use to generate action requirements that need an approval. These action requirements display in the Workflow Requests area. * '''Request for Comment ''' - use to generate comment requirements. These will be displayed in the Workflow Requests area. * '''Change Status ''' - use to change the status of the object that triggered the workflow. There is no messaging on this task type. * '''Create Consumer/Provider Link ''' - use to create Consumer/Provider relationship without custom scripting. * '''Create New Activity ''' - use in Universal Tracking Application workflows, to create Level 2 records. * '''Update Custom Field Value ''' - use to update a custom field to an entered value. * '''Update Standard Field Value ''' - use to update a standard field to an entered value. * '''Select User for Next Task ''' - use 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. * '''User Activation ''' - use to activate a contact as a user and send the credentials in order to log in. This is useful for project-type work when you only wish to activate a user as part of a project. * '''Internet Communication - HTTP POST ''' - use to pass a string of data to another web service via a workflow step. * '''Generate PDF File ''' - use for automatic generation of a PDF that will be emailed to the person(s) designated in the workflow step. * '''People Association ''' - use to add either pre-defined, or user selected, contact(s) to the contacts section of a Level 1 record with a given role. * '''Company Association ''' - use to add either pre-defined, or user selected, companies to the Account section of a Level 1 record with a given category. * '''Activate/Deactivate User ''' - use to set the access type of a user or remove access. * '''Update User Role ''' - use to add or remove selected roles from a user. * '''Update Company Category ''' - use to add or remove selected categories from a company. * '''Web Service ''' - SOAP Message - use to pass information to a system outside of SmartSimple as a Web Services call. * '''Trigger Workflow ''' - use to triggers a different workflow against a specified object. * '''Signority Submission ''' - use to triggers signority signing process.
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