|
|
| Line 1: |
Line 1: |
| − | The task type determines how the task should be processed.
| + | #REDIRECT [[Workflows_Overview#Create_workflow_tasks]] |
| − | | |
| − | ==Available Task Types==
| |
| − | | |
| − | # '''[[Workflow Task Type: Acknowledgement|Acknowledgement]]''' tasks simply generate a message to appropriate [[User|users]]. | |
| − | # '''[[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.
| |
| − | # '''[[Workflow Task Type: Request for Comment|Request for Comment]]''' tasks generate comment requirements. These will be displayed in the [[Workflow Requests]] area.
| |
| − | # '''[[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.
| |
| − | # '''[[Workflow Task Type: Create Consumer/Provider Link|Create Consumer/Provider Link]]''' task type can be used to create a [[UTA Provider/Consumer Relationships|Consumer / Provider relationship]] without the need for custom scripting.
| |
| − | # '''[[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 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: 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.
| |
| − | # '''[[Workflow Task Type: Internet Communication - HTTP POST|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.
| |
| − | # '''[[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: Company Association|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]].
| |
| − | # '''[[Workflow Task Type: Activate/Deactivate User|Activate/Deactivate User]]''' tasks will set the access type of a user or remove access.
| |
| − | # '''[[Workflow Task Type: Update User Role|Update User Role]]''' tasks will add or remove selected roles from a user.
| |
| − | # '''[[Workflow Task Type: Update Company Category|Update Company Category]]''' tasks will add or remove selected categories from a company. | |
| − | # '''[[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.
| |
| − | # '''[[Workflow Task Type: Trigger Workflow|Trigger Workflow]]''' - Triggers a different workflow against a specified object.
| |
| − | # '''[[Workflow Task Type: Signority Submission|Signority Submission]]''' - Triggers signority signing process.
| |
| − | | |
| − | ==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 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.
| |
| − | | |
| − | ==See Also==
| |
| − | * [[Workflow Types]]
| |
| − | * [[Task Types Available to Workflow Types]]
| |
| − | | |
| − | [[Category:Workflows]]
| |
