Changes

* '''Trigger Workflow''' – drop-down list of all workflows related to the '''Record Type'''. It defaults to N/A. * ''' Trigger On All Records ''' - check-box that is populated is users wants to have a workflow execute against all records, whether new records or updated records.  ====Contact Record / Contact Item====:[[Image:Auto7b.png]]* '''Create''' - If you wish to create new record, then enable the Create check box. If you do not enable this check box and new records are uploading contact located in the upload file they will be rejected.* '''Account''' – determines where in the organisational hierarchy new records should be added.* '''Role''' – determines the organisational category field that you wish to be associated with the new records.* '''Trigger Workflow''' – drop-down list that of all workflows related to the '''Record Type'''. It defaults to N/A. * ''' Trigger On All Records ''' - check-box that is populated is replaced by users wants to have a role field so workflow execute against all records, whether new records or updated records.  ====Company or Contact Record / Event or Transaction Item====:[[Image:Auto7c.png]]* '''Create''' - If you can determine wish to create new record, then enable the role Create check box. If you do not enable this check box and new records are located in the upload file they will be rejected.* '''Type''' – drop-down list of new contactsall Event or Transaction types, depending on the exact '''Item''' selected. It defaults to N/A* '''Status''' – drop-down list of all Event or Transaction statuses, depending on the exact '''Item''' selected.It defaults to N/A* '''Trigger Workflow''' – drop-down list that contains a list of all workflows related to the '''Record Type'''. It defaults to N/A. * ''' Trigger On All Records ''' - check-box that is populated is users wants to have a workflow execute against all records. , whether new records or updated records.   ====UTA Record / all Levels ====:[[Image:Auto7d.png]]* '''Create''' - If you wish to create new record, then enable the Create check box. If you do not enable this check box and new records are located in the upload file they will be rejected.* '''Type''' – drop-down list of all Level 1, Level 2, Level 3 or Transaction types, depending on the exact '''Level''' selected. It defaults to N/A* '''Status''' – drop-down list of all Level 1, Level 2, Level 3 or Transaction statuses, depending on the exact '''Item''' selected. It defaults to N/A