Smartstaff, administrator
4,478
edits
Changes
no edit summary
# you attempt to connect the workflow to the object.
The table below shows a list of available Workflow Types, the objects that each type are enabled on, and the Trigger When options as well as the Termination Trigger options.
{| class="wikitable"| !Workflow Type | !! Enabled On | !!Trigger When!!Termination| Termination Trigger+|- [[Recurring Workflow| Recurring ]]|| | N/A | '''Activate ''' button on Workflow | |'''Deactivate ''' button on Workflow |- +| Company || Company or Branch|| New, or Modified, On Demand and Status Changecompany or Branch|| N/A |- +| User|| Company or Branch || New, or Modified, On Demand and Status Changeuser or contact|| N/A|- +| File|| SmartFolder || New, or Modified and On Demandfile in [[SmartFolder]]|| N/A |- +| Applicant Assignment Tracking|| Always Available|| Assignment Status|| Assignment Status |- +| Applicant Job Tracking| Always Available| New, Modified and On Demand| N/A |- | Content Management| Always Available | New, Modified and On Demand| N/A|- | Document Library| Always Available | New, Modified and On Demand| N/A|- | Email Broadcast| Always Available | New, Modified and On Demand| N/A|- | Job Costing| Job in Job Tracking or [[Applicant Tracking| New, Modified and On Demand| N/A]]|- o| Job Tracking| Job in Job Tracking or Applicant TrackingStatus| Job Status | Job Status|- +| [[Sales Tracking ]]|| Opportunity || Opportunity Status|| Opportunity Status|- +| Smart Folders | N/A| New, Modified and On Demand || || N/A |- +| [[Web Forms]]|| Web Form|| New or Modified Web Form|| N/A|- +| 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|- | AS above|[[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|- +| 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]]||N/A| Always Available| Transaction Status| Transaction Status|N/A|- +| Notes| Always Available| New, Modified and On Demand || || N/A |- +| UTA Role Assignment || UTA Template || Contact Assignment at Level 1<br><font size="1">(with the [[Role ]] specified) </font>|| N/A|- +| UTA Company Assignment|| UTA Template|| Company Assignment at Level 1|| N/A
|}
