Smartstaff
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→Company or Contact Record / Event or Transaction Item
====Company or Contact Record / Event or Transaction Item====
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* '''Create''' - If If you wish to create new record, then enable the '''Create new or update Matching record''' check box. If you do not enable this the other check box and '''Update only, do not create new''' existing records will be updated but new records are located in the upload file they will be rejected.* '''Duplicate Match Behavior''' - behavior when multiple records are matched by the same identifier key.
* '''Type''' – drop-down list of all Event or Transaction types, depending on the exact '''Item''' selected. It defaults to N/A
* '''Status''' – drop-down list of all Event or Transaction statuses, depending on the exact '''Item''' selected. It defaults to N/A
* '''Trigger Workflow''' – drop-down list that of all workflows related to the '''Record Type'''. It defaults to N/A.
* ''' Trigger On All Records ''' - check-box that is populated if users wants to have a workflow execute against all records, whether new records or updated records.
====UTA Record / all Levels====
