Changes

!|Trigger

!|Termination

||[[Recurring Workflow|Recurring]]

||N/A

||'''Activate''' button on Workflow

||'''Deactivate''' button on Workflow

||Company

||Company or Branch

||New or Modified company or Branch

||N/A

||User

||Company or Branch

||New or Modified user or contact

||N/A

||File

||SmartFolder

||New or Modified file in [[SmartFolder]]

||N/A

||Applicant Tracking

||Always Available

||Assignment Status

||Assignment Status

||Applicant Assignment

||Always Available

||Job Status

||Job Status

||[[Sales Tracking]]

||Opportunity

||New, Modified and On Demand

||N/A

||[[Web Forms]]

||Web Form

||New or Modified Web Form

||N/A

| rowspan="2"|[[Universal Tracking Application]]<br /><span style="font-size: xx-small;">''Select the name of the relevant UTA''</span>

||UTA Template

||File upload<br /><span style="font-size: xx-small;">''Note: Within the workflow set '''Trigger When''' to ''' --Deactivate--'''''</span>

||N/A

||Tracking Activities

||UTA Template

||Level 2 Status

||Level 2 Status

||Tracking Activity Assignment

||UTA Template

||Addition of Level 2 Contact

||N/A

||Tracking Sub-Activities

||UTA Template

||Level 3 Status

||Level 3 Status

||[[Transactions]]

||Always available

||New, Modified and On Demand

||N/A

||UTA Role Assignment

||UTA Template

||Contact Assignment at Level 1<br /><span style="font-size: xx-small;">(with the [[Role]] specified) </span>

||N/A

||UTA Company Assignment

||UTA Template

* Pending Queue – click this tab to see a list of outstanding tasks for this workflow, you can delete tasks and reassign tasks to other contacts within the system.

* History - click this tab to see a list of completed tasks for this workflow.

==Create workflow tasks==