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| − | The task type determines how the task should be processed.
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| − | The following Task Types are available:
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| − | # '''[[Workflow Task Type: Acknowledgement|Acknowledgement]]''' tasks simply generate a message to appropriate [[User|users]].
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| − | # '''[[Workflow Task Type: Request for Approval|Request for Approval]]''' tasks generate action requirements that need an approval. These will be displayed in the [[Workflow Requests]] area.
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| − | # '''[[Workflow Task Type: Request for Comment|Request for Comment]]''' tasks generate comment requirements. These will be displayed in the [[Workflow Requests]] area.
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| − | # '''[[Workflow Task Type: Change Status|Change Status]]''' tasks change the status of the object that triggered the [[Workflow|workflow]]. There is no messaging on this task type.
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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.
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| − | # '''[[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.
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| − | # '''[[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.
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| − | # '''[[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.
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| − | # '''[[Workflow Task Type: User Activation|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.
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| − | # '''[[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|workflow]] step.
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| − | # '''[[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.
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| − | # '''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)''
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| − | # '''[[Workflow Task Type: People Association|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]].
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| − | # '''[[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.
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| − | # '''[[Workflow Task Type: Update User Role|Update User Role]]''' tasks will add or remove selected roles from the user.
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| − | # '''[[Workflow Task Type: Web Service - SOAP Message|Web Service - SOAP Message]]''' Allows you to pass information to a system outside of SmartSimple as a Web Service call.
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| − | '''Note:''' The Task Types available will vary depending on the [[Workflow Types|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.
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| − | ==See Also==
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| − | * [[Workflow Types]]
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| − | * [[Task Types Available to Workflow Types]]
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| − | [[Category:Workflows]]
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This article is deprecated and the information contained within may no longer be correct.
