Difference between revisions of "Workflow Task Types"

Revision as of 14:06, 2 June 2016

The task type determines how the task should be processed.

Available Task Types

1. Acknowledgement tasks simply generate a message to appropriate users.
2. Request for Approval tasks generate action requirements that need an approval. These will be displayed in the Workflow Requests area.
3. Request for Comment tasks generate comment requirements. These will be displayed in the Workflow Requests area.
4. Change Status tasks change the status of the object that triggered the workflow. There is no messaging on this task type.
5. Create Consumer/Provider Link task type can be used to create a Consumer / Provider relationship without the need for custom scripting.
6. Create New Activity tasks can be used in Universal Tracking Application workflows to create new Level 2 records.
7. Update Custom Field Value type tasks are used to update a custom field to an entered value.
8. Update Standard Field Value type tasks are used to update a standard field to an entered value.
9. 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.
10. 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.
11. Internet Communication - HTTP POST - provides you with the ability to pass a string of data to another web service via a workflow step.
12. 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.
13. 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.
14. Company Association - This task type will add either pre-defined, or user selected, companies to the Account section of a Level 1 record with a given category.
15. Activate/Deactivate User tasks will set the access type of a user or remove access.
16. Update User Role tasks will add or remove selected roles from a user.
17. Update Company Category tasks will add or remove selected categories from a company.
18. Web Service - SOAP Message - Allows you to pass information to a system outside of SmartSimple as a Web Service call.
19. Trigger Workflow - Triggers a different workflow against a specified object.

Retired Task Types

• 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)

Notes

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.

See Also

• Workflow Types
• Task Types Available to Workflow Types