Difference between revisions of "Task Types Available to Workflow Types"

From SmartWiki
Jump to: navigation, search
Line 42: Line 42:
 
|{{yes}}
 
|{{yes}}
 
|-
 
|-
! scope="row"|Request for Approval
+
! scope="row"|Activate/Deactivate User
 +
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{yes}}
 
|{{yes}}
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
 
|{{no}}
 
|{{no}}
|{{yes}}
 
|-
 
! scope="row"|Request for Comment
 
 
|{{no}}
 
|{{no}}
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
 
|{{no}}
 
|{{no}}
|{{yes}}
+
|{{no}}
 +
|{{no}}
 +
|{{no}}
 +
|{{no}}
 +
|{{no}}
 +
|{{no}}
 +
|{{no}}
 +
|{{no}}
 +
|{{no}}
 +
|{{no}}
 +
|{{no}}
 
|-
 
|-
 
! scope="row"|Change Status
 
! scope="row"|Change Status
Line 118: Line 99:
 
|{{no}}
 
|{{no}}
 
|-
 
|-
! scope="row"|Update Custom Field Value
+
! scope="row"|Generate PDF File
 
|{{no}}
 
|{{no}}
 
|{{yes}}
 
|{{yes}}
Line 131: Line 112:
 
|{{yes}}
 
|{{yes}}
 
|{{no}}
 
|{{no}}
|{{yes}}
+
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
Line 137: Line 118:
 
|{{no}}
 
|{{no}}
 
|-
 
|-
! scope="row"|Update Standard Field Value
+
! scope="row"|Internet Communication - HTTP POST
 
|{{no}}
 
|{{no}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 +
|{{no}}
 +
|{{yes}}
 +
|-
 +
! scope="row"|People Association
 +
|{{no}}
 +
|{{no}}
 +
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
Line 148: Line 148:
 
|{{no}}
 
|{{no}}
 
|{{yes}}
 
|{{yes}}
|{{yes}}
+
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
Line 156: Line 156:
 
|{{no}}
 
|{{no}}
 
|-
 
|-
! scope="row"|Select User for Next Task
+
! scope="row"|Request for Approval
 
|{{no}}
 
|{{no}}
 
|{{yes}}
 
|{{yes}}
Line 172: Line 172:
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
|{{yes}}
+
|{{no}}
 
|{{yes}}
 
|{{yes}}
 
|-
 
|-
! scope="row"|User Activation
+
! scope="row"|Request for Comment
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
 
|{{no}}
 
|{{no}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 
|{{no}}
 
|{{no}}
 +
|{{yes}}
 +
|-
 +
! scope="row"|Select User for Next Task
 
|{{no}}
 
|{{no}}
 
|{{yes}}
 
|{{yes}}
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
 
|{{yes}}
 
|{{yes}}
|{{no}}
+
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 +
|{{yes}}
 
|-
 
|-
! scope="row"|Internet Communication - HTTP POST
+
! scope="row"|Trigger Workflow
 
|{{no}}
 
|{{no}}
 
|{{yes}}
 
|{{yes}}
Line 210: Line 229:
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
|{{no}}
+
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|-
 
|-
! scope="row"|Generate PDF File
+
! scope="row"|Update Custom Field Value
 
|{{no}}
 
|{{no}}
 
|{{yes}}
 
|{{yes}}
Line 226: Line 245:
 
|{{yes}}
 
|{{yes}}
 
|{{no}}
 
|{{no}}
|{{no}}
+
|{{yes}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
Line 232: Line 251:
 
|{{no}}
 
|{{no}}
 
|-
 
|-
<!--! scope="row"|Move Object
+
! scope="row"|Update Standard Field Value
|
 
|
 
|
 
|
 
|
 
|
 
|
 
|
 
|
 
|
 
|
 
|
 
|
 
|
 
|
 
|
 
|
 
|-
 
-->! scope="row"|People Association
 
|{{no}}
 
|{{no}}
 
 
|{{no}}
 
|{{no}}
 +
|{{yes}}
 +
|{{yes}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
Line 262: Line 262:
 
|{{no}}
 
|{{no}}
 
|{{yes}}
 
|{{yes}}
|{{no}}
+
|{{yes}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
Line 270: Line 270:
 
|{{no}}
 
|{{no}}
 
|-
 
|-
! scope="row"|Activate/Deactivate User
+
! scope="row"|Update User Role
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
Line 289: Line 289:
 
|{{no}}
 
|{{no}}
 
|-
 
|-
! scope="row"|Update User Role
+
! scope="row"|User Activation
 
|{{no}}
 
|{{no}}
|{{no}}
 
|{{yes}}
 
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
Line 301: Line 299:
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 +
|{{yes}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
Line 306: Line 305:
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
 +
|{{yes}}
 
|{{no}}
 
|{{no}}
 
|-
 
|-
 +
<!--! scope="row"|Move Object
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|-
 +
-->
 
! scope="row"|Web Service - SOAP Message
 
! scope="row"|Web Service - SOAP Message
 
|{{no}}
 
|{{no}}
Line 326: Line 346:
 
|{{no}}
 
|{{no}}
 
|{{no}}
 
|{{no}}
|-
 
! scope="row"|Trigger Workflow
 
|{{no}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
|{{yes}}
 
 
|}
 
|}
  

Revision as of 08:49, 22 August 2013

The following matrix displays which Workflow Task Types are available for which Workflow Types.

Workflow Task Type Available? Workflow Types
Recurring Company User File Applicant Tracking Job Tracking Sales Tracking Smart Folders Web Forms Universal Tracking Application Tracking Activities Tracking Activity Assignment Tracking Sub-Activities Transactions Notes UTA Role Assignment UTA Company Assignment
Acknowledgement Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png
Activate/Deactivate User No.png No.png Yes.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png
Change Status No.png Yes.png Yes.png No.png No.png No.png Yes.png No.png No.png Yes.png Yes.png No.png Yes.png No.png No.png No.png No.png
Create New Activity No.png No.png No.png No.png No.png No.png Yes.png No.png No.png Yes.png Yes.png No.png No.png No.png No.png No.png No.png
Generate PDF File No.png Yes.png Yes.png No.png No.png No.png Yes.png No.png No.png Yes.png Yes.png No.png No.png No.png No.png No.png No.png
Internet Communication - HTTP POST No.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png No.png Yes.png
People Association No.png No.png No.png No.png No.png No.png No.png No.png No.png Yes.png No.png No.png No.png No.png No.png No.png No.png
Request for Approval No.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png No.png Yes.png
Request for Comment No.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png No.png Yes.png
Select User for Next Task No.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png
Trigger Workflow No.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png
Update Custom Field Value No.png Yes.png Yes.png No.png No.png No.png Yes.png No.png No.png Yes.png Yes.png No.png Yes.png No.png No.png No.png No.png
Update Standard Field Value No.png Yes.png Yes.png No.png No.png No.png No.png No.png No.png Yes.png Yes.png No.png No.png No.png No.png No.png No.png
Update User Role No.png No.png Yes.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png
User Activation No.png No.png No.png No.png No.png No.png No.png No.png No.png Yes.png No.png No.png No.png No.png No.png Yes.png No.png
Web Service - SOAP Message No.png Yes.png Yes.png No.png No.png No.png Yes.png No.png No.png Yes.png Yes.png No.png No.png No.png No.png No.png No.png

See Also