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Workflows Overview

50 bytes added, 2 August
Enable UTA Role / Company Assignment Workflow on UTA
===Enable UTA Role / Company Assignment Workflow on UTA===
If you wish to trigger a UTA Role UTA Contact Assignment Workflow or a UTA Company Assignment Workflow from a UTA level one level 1 record then you must have configured the [[Types|Level 1 Type]] settings.
Each Level One Level 1 '''Type ''' page has the following 2 options: * options in the '''UTA Role Assignment WorkflowProcess''' - use to define one or more UTA Role Assignment Workflows that are triggered by this type .* '''UTA Company Assignment Workflow''' - use to define one or more UTA Company Assignment Workflows that are triggered by this type.tab:
* '''Available Contact Assignment Workflow''' - use to define one or more UTA Role Assignment Workflows that are triggered by this type .
* '''Available Company Assignment Workflow''' - use to define one or more UTA Company Assignment Workflows that are triggered by this type.
===Enable Workflow on File Upload field===
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