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Workflow Task Types

232 bytes added, 17:03, 20 September 2013
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# '''[[Workflow Task Type: Acknowledgement]]''' tasks simply generate a message to appropriate [[User|users]].# '''[[Workflow Task Type: Request for Approval]]''' tasks generate action requirements that need an approval. These will be displayed in the [[Workflow]] Request area.# '''[[Workflow Task Type: Request for Comment]]''' tasks generate comment requirements. These will be displayed in the [[Workflow]] Request area.# '''[[Workflow Task Type: Change Status]]''' tasks change the status of the object that triggered the [[Workflow|workflow]]. There is no messaging on this task type.
# '''[[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]]''' 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: 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: Internet Communication - HTTP POST]]''' - provides you with the ability to pass a string of data to another web service via a [[Workflow|workflow]] step.
# '''[[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]]''' - 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.
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