|
|
Line 1: |
Line 1: |
− | The following matrix displays which [[Workflow Task Types]] are available for which [[Workflow Types]].
| + | #REDIRECT [[Workflows_Overview#Create_workflow_tasks]] |
− | | |
− | {|border="1"
| |
− | ! rowspan="2"|Workflow Task Type Available?
| |
− | ! scope="col" colspan="17"|Workflow Types
| |
− | |-
| |
− | ! scope="col"|[[Recurring Workflow|Recurring]]
| |
− | ! scope="col"|Company
| |
− | ! scope="col"|User
| |
− | ! scope="col"|File
| |
− | ! scope="col"|Applicant Tracking
| |
− | ! scope="col"|Job Tracking
| |
− | ! scope="col"|Sales Tracking
| |
− | ! scope="col"|Smart Folders
| |
− | ! scope="col"|Web Forms
| |
− | ! scope="col"|Universal Tracking Application
| |
− | ! scope="col"|Tracking Activities
| |
− | ! scope="col"|Tracking Activity Assignment
| |
− | ! scope="col"|Tracking Sub-Activities
| |
− | ! scope="col"|Transactions
| |
− | ! scope="col"|Notes
| |
− | ! scope="col"|UTA Role Assignment
| |
− | ! scope="col"|UTA Company Assignment
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Acknowledgement|Acknowledgement]]
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Activate/Deactivate User|Activate/Deactivate User]]
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Change Status|Change Status]]
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Create New Activity|Create New Activity]]
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Generate PDF File|Generate PDF File]]
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Internet Communication - HTTP POST|Internet Communication - HTTP POST]]
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: People Association|People Association]]
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Request for Approval|Request for Approval]]
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Request for Comment|Request for Comment]]
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Select User for Next Task|Select User for Next Task]]
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Trigger Workflow|Trigger Workflow]]
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Update Custom Field Value|Update Custom Field Value]]
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Update Standard Field Value|Update Standard Field Value]]
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Update User Role|Update User Role]]
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: Update Company Category|Update Company Category]]
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |-
| |
− | ! scope="row"|[[Workflow Task Type: User Activation|User Activation]]
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |-
| |
− | <!--! scope="row"|Move Object
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |
| |
− | |-
| |
− | -->
| |
− | ! scope="row"|[[Workflow Task Type: Web Service - SOAP Message|Web Service - SOAP Message]]
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{yes}}
| |
− | |{{yes}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |{{no}}
| |
− | |}
| |
− | | |
− | ==See Also==
| |
− | * [[Workflow Types]]
| |
− | * [[Workflow Task Types]]
| |
− | | |
− | [[Category:Workflows]]
| |