Overview


Workflow Type	Enabled On	Trigger	Termination
Company	Company or Branch	New or Modified company or Branch	N/A
User	Company or Branch	New or Modified user or contact	N/A
File	SmartFolder	New or Modified file in SmartFolder	N/A
SmartFolder
Applicant Assignment	Always Available	Assignment Status	Assignment Status
Job Tracking	Job in Job Tracking or Applicant Tracking	Job Status	Job Status
Sales Tracking	Opportunity	Opportunity Status	Opportunity Status
Web Forms	Web Form	New or Modified Web Form	N/A
Universal Tracking Application Select the name of the relevant UTA	UTA Template	Level 1 Status	Level 1 Status
Universal Tracking Application Select the name of the relevant UTA	Single File or Multiple Files Custom Field Note: Can be at any level within the selected UTA	File upload Note: Within the workflow set Trigger When to --Deactivate--	N/A
UTA Role Assignment	UTA Template	Contact Assignment at Level 1 (with the Role specified)	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	Transaction Status	N/A
Notes
Recurring		Activate button on Workflow	Deactivate button on Workflow

Details

If New is selected the Workflow will only be triggered when a new Company is created.
If Modified is selected the Workflow will be triggered both when a new Company is created, or an existing Company is modified.
Only a single Company workflow can be selected per Company.
When a Company is created/modified it will trigger the Workflow on the parent company, as well as that parent's company, and so on...

If New is selected the Workflow will only be triggered when a new User or Contact is created.
If Modified is selected the Workflow will be triggered both when a new User/Contact is created, or an existing User/Contact is modified.
Only a single User workflow can be selected per Company.
When a User is created/modified it will trigger the Workflow on the parent company, as well as that company's parent company, and so on...

To create a status-driven Workflow associated with a UTA Level select the name of the UTA as the Workflow Type.
Be sure to enable the Workflow on the relevant Template page in the UTA.

To create a Workflow that is triggered by uploading a file to a Single File or Multiple Files Custom Field select the name of the UTA as the Workflow Type. Select --Deactivate-- as the Trigger When setting.
Note: This is the configuration for Single or Multiple File Custom Fields at Level 1, Level 2 and Level 3.

If the file Custom Field is located at Level 2 or Level 3 you can connect this Workflow to a Tracking Activities or Tracking Sub-Activities Workflow Type in order to carry out the Workflow Tasks available at those levels.
The Workflow will be triggered if the file is edited using Online File Editing
The Workflow is not triggered by file deletions.

Be sure to select the workflow in the Custom Field File Settings section of the relevant Single File or Multiple Files Custom Field

Note: The history list on the workflow will only track file uploads to Level 1 Custom Fields. Uploads to File Custom Fields located at Level 2 and level 3 will not be included in the list.