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→Enable on Object
==Enable on Object==
===Enable Workflow on Company/User===
Workflows must be enabled against an organization before workflows will run against the organization itself, its sub-branches and the users within the organization and its sub-branches.
If the current User has the Workflows - Attach Workflow to Company System Feature Permission enabled then they will see 2 drop-downs on an organization profile
* Company Workflow - which lists all Workflows with a Workflow Type of Company. Only a single company workflow can be selected per Company
* User Workflow - which lists all Workflows with a Workflow Type of User. Only a single User workflow can be selected per Company
The way the selected Company workflow will execute will depend on the Trigger Type:
* 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.
The way the selected User workflow will execute will depend on the Trigger Type:
* 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.
===Enable Workflow on Company/User Registration Page===
Every sign-up page has an Attach Workflow drop-down menu where users can choose the Workflow they want triggered from the sign up page.
===Enable Status-Driven Workflow on UTA===
5. Click Save.
Note: upon creation of new Templates, the Workflow combo boxes default to "Yes." Change these values to "No" in the case that you would like to disable workflows for this template at Level 1 and/or Level 2 and 3.
===Enable Workflow on UTA Type===
Each Level One Type page has the following 2 options:
===Enable Workflow on File Upload field===
To trigger a workflow when a file is uploaded to a Link - Single File or Link - Multiple Files Custom Field scroll down to the File Options section. For Workflow on Upload select the desired workflow and save .
If the file upload Custom Field is located at Level 2 or Level 3, you can select Tracking Activities or Tracking Sub-Activities Workflow Types.
If the file Custom Field is located on a Company or User you can select Company or User Workflow Types.
NOTE: The Workflow is only triggered when I file is uploaded, it is not triggered by file deletions.
===Enable Workflow on SmartFolder===
To trigger a workflow when a file is uploaded into a SmartFolder navigate to the desired SmartFolder. Click the Folder Settings button (looks like a gear). For Workflows select the desired work flow (all workflows of the Type File will be displayed) and click save.