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→Enable on Object
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.
In the Workflow drop-down, select the appropriate workflow and then click Save.
===Enable UTA Role / Company Assignment Workflow on UTA===
* UTA Role Assignment Workflow - use to define one or more UTA Role Assignment Workflows that are triggered by this type .
* UTA Company Assignment Workflow - use to define one or more UTA Company Assignment Workflows that are triggered by this type.
===Enable Workflow on File Upload field===