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Adding a Workflow Task in an Acknowledgment Workflow

1,296 bytes removed, 21:46, 30 April 2009
Setting the Task Type
The '''task type''' determines how the task should be processed.
* '''Acknowledgment''' tasks simply generate a message to appropriate See [[User|users]].* '''Request for Approval''' tasks generate action requirements that need an approval. These will be displayed in the '''Workflow Request''' area.* '''Request for Comment''' tasks generate comment requirements. These will be displayed in the '''Workflow Request''' area.* '''Change Status''' tasks changes the status of the object that triggered the [[Workflow|workflow]]. There is no messaging on this task type.* '''Move Object''' type tasks can be used for files, companies, and people. This task type is used to move files from one [[Smart Folder]] to another or move a company under another company or move people to another company.* '''Create New Activity''' tasks can be used in [[Sales Tracking]] and [[UTA]] Activities [[Workflow|workflows]] to create new activities.* '''Pick Action User for Next Task''' type tasks are used to pre-select the [[User|user]] that is responsible for a task that immediately follows this task type. This is necessary for tasks that will trigger at a later date.* '''Update Custom Field Value''' type tasks are used to update a [[Custom Fields|custom fieldType]] to an entered value. This task type is only available s for [[UTA]] [[Workflow|workflows]]. 1. Set the '''Task Type''' to '''Acknowledgment'''.details
[[Category:System Management]][[Category:Workflows]][[Category:Applications]]
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