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* '''Message Template: Subject''' - Narrative subject line of the message.
* '''Message Template: Body''' - Narrative body of the message.
===Task Type: Generate PDF File===
Generate PDF File Tasks have the following settings:
* '''Name’‘‘ Name''' - Narrative name for the task. * '''Task Type’‘‘ Type''' - manually set to Create Consumer/Provider Link* ''' Task Number’‘‘ Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location. * ''' Description’‘‘ Description''' - Detailed description of the task (optional). * '''Expire After’‘‘ After''' - Intended duration of the workflow.
* '''Web Page Field ID''' - Must contain the Custom Field ID of the Web Page View to be converted into PDF format. To create multiple PDFs, enter the Custom Field IDs of the Web Page View fields in the Web Page Field ID# setting of the Workflow Task, separated by commas.
* Store to Field ID - If PDF file should also be stored to the record, must contain the Custom Field ID of the relevant Link - Multiple Files custom field.
People Association have the following settings:
* '''Name’‘‘ Name''' - Narrative name for the task. * ''' Task Type’‘‘ Type''' - manually set to People Association* ''' Task Number’‘‘ Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location. * ''' Description’‘‘ Description''' - Detailed description of the task (optional). * '''Expire After’‘‘ After''' - Intended duration of the workflow.
* Action: Add, update or delete the people association
* Routing: Use Variable for Recipients - Allows recipients of the message to be selected using variables. This is discussed in greater detail in the Configuration – Advanced section.
Signority Submission Tasks have the following settings:
* '''Name’‘‘ Name''' - Narrative name for the task. * ''' Task Number’‘‘ Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location. * ''' Description’‘‘ Description''' - Detailed description of the task (optional). * '''Expire After’‘‘ After''' - Intended duration of the workflow.
* Signority Field - drop-down which lists all signority enabled WPV fields for the entity the workflow is configured against.
Trigger Workflow Tasks have the following settings:
* '''Name’‘‘ Name''' - Narrative name for the task. * ''' Task Number’‘‘ Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location. * ''' Description’‘‘ Description''' - Detailed description of the task (optional). * '''Expire After’‘‘ After''' - Intended duration of the workflow.
* Trigger Workflow - Select the workflow that should be triggered from this dropdown menu.
* Record id / Variable - this setting should contain the unique record ID for the record against which the selected workflow should be triggered. This record ID can be referenced using variables.
Update Company Category Tasks have the following settings:
* '''Name’‘‘ Name''' - Narrative name for the task. * ''' Task Number’‘‘ Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location. * ''' Description’‘‘ Description''' - Detailed description of the task (optional). * '''Expire After’‘‘ After''' - Intended duration of the workflow.
* Option - options are Add or Remove. This determines whether the task will add or remove categories from the organization upon which the workflow is triggered.
* Categories - select the categories that should be added or removed from the organization's profile.
Update Custom Field Value Tasks have the following settings:
* '''Name’‘‘ Name''' - Narrative name for the task. * ''' Task Number’‘‘ Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location. * ''' Description’‘‘ Description''' - Detailed description of the task (optional). * '''Expire After’‘‘ After''' - Intended duration of the workflow.
* Use Field - lists custom fields across all UTAs from the selected UTA level. This workflow task will update the selected field with the value in the "Update To Value" setting.
Note: If the field to be updated has the Read Only toggle enabled in the Formatting section of the field options (or a "readonly" HTML tag or "textreadonly" CSS class) the value will not update.
Update Standard Field Value Tasks have the following settings:
* '''Name’‘‘ Name''' - Narrative name for the task. * ''' Task Number’‘‘ Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location. * ''' Description’‘‘ Description''' - Detailed description of the task (optional). * '''Expire After’‘‘ After''' - Intended duration of the workflow.
* Use Field - lists standard fields from the selected UTA level. This workflow task will update the selected field with the value in the "Update To Value" setting.
* Update To Value - accepts hard-coded values and variables. This workflow task will use this value to update the field selected in the "Use Field" setting.
Update User Role Tasks have the following settings:
* '''Name’‘‘ Name''' - Narrative name for the task. * ''' Task Number’‘‘ Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location. * ''' Description’‘‘ Description''' - Detailed description of the task (optional). * '''Expire After’‘‘ After''' - Intended duration of the workflow.
* Option - options are Add or Remove. This determines whether the task will add or remove roles from the contact upon which the workflow is triggered.
* Roles - select the roles that should be added or removed from the contact's profile.
This Task type has the following settings:
* '''Name’‘‘ Name''' - Narrative name for the task. * ''' Task Number’‘‘ Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location. * ''' Description’‘‘ Description''' - Detailed description of the task (optional). * '''Expire After’‘‘ After''' - Intended duration of the workflow.
* Message Template: Action: The action to called by the Web Service call (These actions are defined by the external server, and are not part of SmartSimple)
* Message Template: Custom Field ID for Response: The Custom Field ID of an XML custom field on the object that the Workflow was triggered against that the response returned by the external server.
* Message Template: Attachment File IDs - Attach additional default files when triggered from a Smart Folder. See the Determining the File ID article for instructions.
* Message Template: Save as Event - Email will be saved as an event.
