| Level 3 Status
|-
| Transactions| Always Available| Transaction Status| N/ATransaction Status
|-
| Notes| Always Available| New, Modified and On Demand
| N/A
|-
| UTA Role Assignment | UTA Template | Contact Assignment at Level 1(with the Role specified)
| N/A
|-
| UTA Company Assignment| UTA Template| Company Assignment at Level 1
| N/A
|}
Transactions Always Available Transaction Status Transaction Status# Set the Trigger When option. This determines when a new instance of the workflow should be started. The options available, are determined by the Workflow Type (see Workflow Types table above). The available options include:. Notes Always Available * The New, option will only trigger when a new object is created. * The Modified and option will trigger the workflow when an existing object is changed. * The On Demand Noption will trigger the workflow when called by a System Call or a browser script. * The Status Change option found on the Company and User Workflow Type, will expose the statuses for the relevant company/user. The workflow will trigger when the company/Auser status is changed and saved.* The Trigger When option will expose different options depending on the Workflow Type: **UTA specific statuses when Workflow Type is UTA Role Assignment specific (e.g. Universal Tracking Application, Tracking Activities, Tracking Sub-Activities). The workflow will trigger when UTA Template Contact Assignment at Level level 1, 2 or 3 is created or updated to the selected status.**Roles for assigning users or companies to an object when Workflow Type is User / Org assignment specific (with the e.g. UTA Role specified) N/A UTA Company Assignment , UTA Template Company Assignment at Level 1 N). The workflow will trigger when user/A company is added to the object with the selected role.
6. Set the Trigger When option. This determines when a new instance of the workflow should be started. The options available, are determined by the Workflow Type (see Workflow Types table above). The available options include:. • The New option will only trigger when a new object is created. • The Modified option will trigger the workflow when an existing object is changed. • The On Demand option will trigger the workflow when called by a System Call or a browser script. • The Status Change option found on the Company and User Workflow Type, will expose the statuses for the relevant company/user. The workflow will trigger when the company/user status is changed and saved.• The Trigger When option will expose different options depending on the Workflow Type: o UTA specific statuses when Workflow Type is UTA specific (e.g. Universal Tracking Application, Tracking Activities, Tracking Sub-Activities). The workflow will trigger when UTA level 1, 2 or 3 is created or updated to the selected status.o Roles for assigning users or companies to an object when Workflow Type is User / Org assignment specific (e.g. UTA Role Assignment, UTA Company Assignment). The workflow will trigger when user/company is added to the object with the selected role.8. # Set the Termination Trigger options if appropriate. This option is exposed for certain workflow types, including the UTA specific workflow types (see Workflow Types table above). If the entity changes to the status after the workflow has triggered, any Pending tasks are removed (not executed). 9. # Click the Save button. The workflow is saved and the Workflow ID is now populated. The following options appear in the action bar near the top of the screen: • * Back/Recently Visited – click this button to return to pages previous accessed. • * Workflows – click thisbutton to return to the workflow list. • * New Task – click this button to create a new workflow task. • * Diagram – click this button to see a diagram view of the workflow.
10. # The following tabs are also now displayed: • * Task – click this tab to view workflow task and to edit tasks. Tasks are steps within the workflow. • * 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 ==
Once you have created the workflow you can add tasks, each task automates and streamlines some action or step in your business processes.
The process for adding a task to a workflow is as follows: