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| − | {{SeqWFPageHeader}}
| + | #REDIRECT [[Workflows_Overview#Create_workflow_tasks]] |
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| − | =Overview=
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| − | {| class="wikitable"
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| − | !Workflow Type!! Enabled On!!Trigger!!Termination
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| − | |[[Recurring Workflow|Recurring]]|| ||'''Activate''' button on Workflow||'''Deactivate''' button on Workflow
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| − | |Company||Company or Branch||New or Modified company or Branch||N/A
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| − | |User||Company or Branch||New or Modified user or contact||N/A
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| − | |File||SmartFolder||New or Modified file in [[SmartFolder]]||N/A
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| − | |Applicant Tracking||Always Available||Assignment Status||Assignment Status
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| − | |Job Tracking||Job in Job Tracking or [[Applicant Tracking]]||Job Status||Job Status
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| − | |[[Sales Tracking]]||Opportunity||Opportunity Status||Opportunity Status
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| − | |Smart Folders|| || ||
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| − | |[[Web Forms]]||Web Form||New or Modified Web Form||N/A
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| − | |rowspan="2"|[[Universal Tracking Application]]<br><font size="1">''Select the name of the relevant UTA''</font>||UTA Template||Level 1 Status||Level 1 Status
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| − | ||[[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] Custom Field<br> <font size="1">''Note: Can be at any level within the selected [[UTA]]''</font>||File upload<br><font size="1">''Note: Within the workflow set '''Trigger When''' to '''--Deactivate--'''''</font>||N/A
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| − | |Tracking Activities||UTA Template||Level 2 Status||Level 2 Status
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| − | |Tracking Activity Assignment||UTA Template||Addition of Level 2 Contact||N/A
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| − | |Tracking Sub-Activities||UTA Template||Level 3 Status||Level 3 Status
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| − | |[[Transactions]]||N/A||Transaction Status||N/A
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| − | |Notes|| || ||
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| − | |UTA Role Assignment||UTA Template||Contact Assignment at Level 1<br><font size="1">(with the [[Role]] specified) </font>||N/A
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| − | |UTA Company Assignment||UTA Template||Company Assignment at Level 1||N/A
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| − | |}
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| − | | |
| − | =Details=
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| − | ==Company==
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| − | * If '''New''' is selected the [[Workflow]] will only be triggered when a new Company is created.
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| − | * If '''Modified''' is selected the [[Workflow]] will be triggered both when a new Company is created, or an existing Company is modified.
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| − | * Only a single Company workflow can be selected per Company.
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| − | * When a Company is created/modified it will trigger the [[Workflow]] on the parent company, as well as that parent's company, and so on...
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| − | ==User==
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| − | * If '''New''' is selected the [[Workflow]] will only be triggered when a new [[User]] or Contact is created.
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| − | * If '''Modified''' is selected the [[Workflow]] will be triggered both when a new User/Contact is created, or an existing User/Contact is modified.
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| − | * Only a single User workflow can be selected per Company.
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| − | * When a [[User]] is created/modified it will trigger the [[Workflow]] on the parent company, as well as that company's parent company, and so on...
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| − | ==UTA Level 1==
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| − | * To create a status-driven [[Workflow]] associated with a UTA Level select the name of the UTA as the Workflow Type.
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| − | * Be sure to enable the [[Workflow]] on the relevant [[Template]] page in the [[UTA]].
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| − | ==UTA File Upload==
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| − | * To create a [[Workflow]] that is triggered by uploading a file to a [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] Custom Field select the name of the UTA as the Workflow Type. Select '''--Deactivate--''' as the '''Trigger When''' setting.
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| − | * '''Note:''' This is the configuration for Single or Multiple File Custom Fields at Level 1, Level 2 and Level 3.
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| − | * If the file [[Custom Field]] is located at Level 2 or Level 3 you can connect this [[Workflow]] to a '''Tracking Activities''' or '''Tracking Sub-Activities''' [[Workflow]] Type in order to carry out the [[Workflow Tasks]] available at those levels.
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| − | <!--* The Workflow will be triggered if the file is edited using [[Online File Editing]]-->
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| − | * The Workflow is '''not''' triggered by file deletions.
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| − | * Be sure to select the workflow in the [[Custom Field]] File Settings section of the relevant [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] Custom Field
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| − | * Note: The history list on the workflow will only track file uploads to Level 1 Custom Fields. Uploads to File Custom Fields located at Level 2 and level 3 will not be included in the list.
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| − | ==See Also==
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| − | * [[Workflow Task Types]]
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| − | {{PrevNextStart}} [[Workflow Properties]]
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| − | {{PrevNextMid}} [[Creating a Single Step Workflow]] {{PrevNextEnd}}
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| − | [[Category:Workflows]]
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