Difference between revisions of "Workflow Task Types"
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# '''[[Workflow Task Type: Create New Activity|Create New Activity]]''' tasks can be used in [[Universal Tracking Application]] workflows to create new Level 2 records. | # '''[[Workflow Task Type: Create New Activity|Create New Activity]]''' tasks can be used in [[Universal Tracking Application]] workflows to create new Level 2 records. | ||
# '''[[Workflow Task Type: Update Custom Field Value|Update Custom Field Value]]''' type tasks are used to update a [[Custom Fields|custom field]] to an entered value. | # '''[[Workflow Task Type: Update Custom Field Value|Update Custom Field Value]]''' type tasks are used to update a [[Custom Fields|custom field]] to an entered value. | ||
| − | # '''[[Workflow Task Type: Update Standard Field Value]]''' type tasks are used to update a [[Standard Fields|standard field]] to an entered value. | + | # '''[[Workflow Task Type: Update Standard Field Value|Update Standard Field Value]]''' type tasks are used to update a [[Standard Fields|standard field]] to an entered value. |
# '''[[Workflow Task Type: Select User for Next Task|Select User for Next Task]]''' used to pre-select the [[User|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. | # '''[[Workflow Task Type: Select User for Next Task|Select User for Next Task]]''' used to pre-select the [[User|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. | ||
# '''[[Workflow Task Type: 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. | # '''[[Workflow Task Type: 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. | ||
Revision as of 14:26, 26 September 2013
The task type determines how the task should be processed.
The following Task Types are available:
- Acknowledgement tasks simply generate a message to appropriate users.
- Request for Approval tasks generate action requirements that need an approval. These will be displayed in the Workflow Requests area.
- Request for Comment tasks generate comment requirements. These will be displayed in the Workflow Requests area.
- Change Status tasks change the status of the object that triggered the workflow. There is no messaging on this task type.
- Create New Activity tasks can be used in Universal Tracking Application workflows to create new Level 2 records.
- Update Custom Field Value type tasks are used to update a custom field to an entered value.
- Update Standard Field Value type tasks are used to update a standard field to an entered value.
- Select User for Next Task 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.
- Workflow Task Type: User Activation - this type of workflow step is used to activate a contact as a 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 as part of a project.
- Workflow Task Type: Internet Communication - HTTP POST - provides you with the ability to pass a string of data to another web service via a 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 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)
- People Association - 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.
- Workflow Task Type: Activate/Deactivate User task will set the access type of a user and not set any password or remove access. The task can be triggered for "New", "Modified" or "On Demand". "On Demand" is used when a script calls the workflow.
- Workflow Task Type: Update User Role task will add or remove selected roles from the user.
- Web Service - SOAP Message Allows you to pass information to a system outside of SmartSimple as a Web Service call.
Note: The Task Types available will vary depending on the Workflow Type selected. See the Task Types Available to Workflow Types page to view the matrix of Workflow Task Types available to different Workflow Types.
