Smartstaff, administrator
4,478
edits
Changes
→Create Workflow
| Company or Branch
| New, Modified, On Demand and Status Change
| N/A
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| File
| SmartFolder
| New, Modified and On Demand
| N/A
|-
| Applicant Assignment
| Always Available
| Assignment Status
| Assignment Status
|-
| Applicant Tracking
| Always Available
| New, Modified and On Demand
| N/A
|-
| Content Management
| Always Available
| New, Modified and On Demand
| N/A
|-
| Document Library
| Always Available
| New, Modified and On Demand
| N/A
|-
| Email Broadcast
| Always Available
| New, Modified and On Demand
| N/A
|-
| Job Costing
| Job in Job Tracking or Applicant Tracking
| New, Modified and On Demand
| N/A
|- o
| Job Tracking
| Job in Job Tracking or Applicant Tracking
| Job Status
| Job Status
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| Sales Tracking
| Opportunity
| Opportunity Status
| Opportunity Status
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| Smart Folders
| N/A
| New, Modified and On Demand
| N/A
|-
| Web Forms
| Web Form
| New or Modified Web Form
| N/A
|-
| Universal Tracking Application
Select the name of the relevant UTA
| UTA Template
| Level 1 Status
| Level 1 Status
|-
| AS above
| Single File or Multiple Files Custom Field
Note: Can be at any level within the selected UTA
| File upload
Note: Within the workflow set Trigger When to --Deactivate--
| N/A
|-
| Tracking Activities
| UTA Template
| Level 2 Status
| Level 2 Status
|-
| Tracking Activity Assignment
| UTA Template
| Addition of Level 2 Contact
| N/A
|-
| Tracking Sub-Activities
| UTA Template
| Level 3 Status
| Level 3 Status
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| N/A
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| N/A
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| N/A
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| N/A
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Transactions Always Available Transaction Status Transaction Status
Notes Always Available New, Modified and On Demand N/A