0
edits
Changes
no edit summary
The task type determines how the task should be processed.
* Acknowledgement tasks simply generate a message to appropriate users.
* Request for Approval tasks generate action requirements that need an approval. These will be displayed in the Workflow Request area.
* Request for Comment tasks generate comment requirements. These will be displayed in the Workflow Request area.
* Change Status tasks changes the status of the object that triggered the workflow. There is no messaging on this task type.
* Move Object type tasks can be used for files, companies, and people. This task type is used to move files from one Smart Folder to another or move a company under another company or move people to another company.
* Create New Activity tasks can be used in Sales Tracking and UTA Activities workflows to create new activities.
* Pick Action User for Next Task type tasks are used 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.
* Update Custom Field Value type tasks are used to update a custom field to an entered value. This task type is only available for UTA workflows.
* '''HTTP - Post''' - provides you with the ability to pass a string of data to another web service via a [[Workflow|workflow]] step.
* '''User Activation''' - this type of [[Workflow|workflow]] step is used to activate a contact as a [[User|user]] and send the credentials in order to log in. This is particularly useful if you are doing project-type work and only wish to activate a [[User|user]] as part of a project.
* '''Generate PDF''' - this feature provides for the the auto generation of a '''PDF''' that will be emailed to the person(s) designated in the [[Workflow|workflow]] step.
* Acknowledgement tasks simply generate a message to appropriate users.
* Request for Approval tasks generate action requirements that need an approval. These will be displayed in the Workflow Request area.
* Request for Comment tasks generate comment requirements. These will be displayed in the Workflow Request area.
* Change Status tasks changes the status of the object that triggered the workflow. There is no messaging on this task type.
* Move Object type tasks can be used for files, companies, and people. This task type is used to move files from one Smart Folder to another or move a company under another company or move people to another company.
* Create New Activity tasks can be used in Sales Tracking and UTA Activities workflows to create new activities.
* Pick Action User for Next Task type tasks are used 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.
* Update Custom Field Value type tasks are used to update a custom field to an entered value. This task type is only available for UTA workflows.
* '''HTTP - Post''' - provides you with the ability to pass a string of data to another web service via a [[Workflow|workflow]] step.
* '''User Activation''' - this type of [[Workflow|workflow]] step is used to activate a contact as a [[User|user]] and send the credentials in order to log in. This is particularly useful if you are doing project-type work and only wish to activate a [[User|user]] as part of a project.
* '''Generate PDF''' - this feature provides for the the auto generation of a '''PDF''' that will be emailed to the person(s) designated in the [[Workflow|workflow]] step.
