Difference between revisions of "Task Types Available to Workflow Types"

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Revision as of 09:47, 3 June 2014

The following matrix displays which Workflow Task Types are available for which Workflow Types.

Workflow Task Type Available? Workflow Types
Recurring Company User File Applicant Tracking Job Tracking Sales Tracking Smart Folders Web Forms Universal Tracking Application Tracking Activities Tracking Activity Assignment Tracking Sub-Activities Transactions Notes UTA Role Assignment UTA Company Assignment
Acknowledgement Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png
Activate/Deactivate User No.png No.png Yes.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png
Change Status No.png Yes.png Yes.png No.png No.png No.png Yes.png No.png No.png Yes.png Yes.png No.png Yes.png No.png No.png No.png No.png
Create New Activity No.png No.png No.png No.png No.png No.png Yes.png No.png No.png Yes.png Yes.png No.png No.png No.png No.png No.png No.png
Generate PDF File No.png Yes.png Yes.png No.png No.png No.png Yes.png No.png No.png Yes.png Yes.png No.png No.png No.png No.png No.png No.png
Internet Communication - HTTP POST No.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png No.png Yes.png
People Association No.png No.png No.png No.png No.png No.png No.png No.png No.png Yes.png No.png No.png No.png No.png No.png No.png No.png
Request for Approval No.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png No.png Yes.png
Request for Comment No.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png No.png Yes.png
Select User for Next Task No.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png
Trigger Workflow No.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png Yes.png
Update Custom Field Value No.png Yes.png Yes.png No.png No.png No.png Yes.png No.png No.png Yes.png Yes.png No.png Yes.png No.png No.png No.png No.png
Update Standard Field Value No.png Yes.png Yes.png No.png No.png No.png No.png No.png No.png Yes.png Yes.png No.png Yes.png No.png No.png No.png No.png
Update User Role No.png No.png Yes.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png
Update Company Category No.png Yes.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png No.png
User Activation No.png No.png No.png No.png No.png No.png No.png No.png No.png Yes.png No.png No.png No.png No.png No.png Yes.png No.png
Web Service - SOAP Message No.png Yes.png Yes.png No.png No.png No.png Yes.png No.png No.png Yes.png Yes.png No.png No.png No.png No.png No.png No.png

See Also

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