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Workflows Overview

2 bytes added, 15:08, 7 July 2017
Enable Workflow on UTA Type
In the Workflow drop-down, select the appropriate workflow and then click Save.
===Enable UTA Role / Company Assignment Workflow on UTA ===
If you wish to trigger a UTA Role Assignment Workflow or a UTA Company Assignment Workflow from a UTA level one record then you must configured the Level 1 Template settings.
Each Level One Type page has the following 2 options:
* UTA Role Assignment Workflow - use to define one or more UTA Role Assignment Workflows that are triggered by this type .
* UTA Company Assignment Workflow - use to define one or more UTA Company Assignment Workflows that are triggered by this type.   
===Enable Workflow on File Upload field===
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