0
edits
Changes
no edit summary
# '''Create New Activity''' tasks can be used in Sales Tracking and UTA Activities workflows to create new activities.
# '''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.
# '''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. ''(Not available on all servers)''
# '''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.
# '''Internet Communication - HTTP POST''' - provides you with the ability to pass a string of data to another web service via a [[Workflow|workflow]] step.
# '''Generate PDF File''' - 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.
# '''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. ''(Not available on all servers)''
[[Category:Workflows]]
