Changes

Workflow Task Types

8 bytes added, 20:49, 10 June 2010
no edit summary
# '''[[Workflow Task Type: Generate PDF File|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)''
# '''[[Workflow Task Type: People Association|People Association]]''' - Allows you to This task type will add either pre-defined , or user selected , contact(s) to the contacts section of a Level 1 record with a given [[role]].
0
edits