|
|
| (48 intermediate revisions by 6 users not shown) |
| Line 1: |
Line 1: |
| − | The task type determines how the task should be processed.
| + | #REDIRECT [[Workflows_Overview#Create_workflow_tasks]] |
| | | | |
| − | # '''Acknowledgement''' tasks simply generate a message to appropriate users.
| + | {{DeprecatedPage}} |
| − | # '''Request for Approval''' tasks generate action requirements that need an approval. These will be displayed in the Workflow Request area.
| |
| − | # '''Request for Comment''' tasks generate comment requirements. These will be displayed in the Workflow Request area.
| |
| − | # '''Change Status''' tasks changes 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 Sales Tracking and UTA Activities workflows to create new activities.
| |
| − | # '''Update Custom Field Value''' type tasks are used to update a custom field to an entered value. This task type is only available for UTA workflows.
| |
| − | # '''Pick Action User for Next Task''' type tasks are 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. (Not available on all servers)
| |
| − | # '''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.
| |
| − | # '''Internet Communication - HTTP POST''' - provides you with the ability to pass a string of data to another web service via a [[Workflow|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|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)
| |
| − | | |
| − | [[Category:Workflows]]
| |
This article is deprecated and the information contained within may no longer be correct.
