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Workflow Task Types

215 bytes added, 18:06, 2 June 2016
Available Task Types
# '''[[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: 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.
 
==Retired Task Types==
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