Files in Your Workflow

Some or all functionality described in this article is currently unavailable. We are working to restore it. For details, see Known System Limitations.

Including files in your workflow allows you to capture the total number of files attached to your records.

You can take this a step further by customizing the specific type of file that you want to trigger your workflow icon. For example, you can specify a file type of Sales Documents which will light up when files are added to a record with that type selected.

To view a list of all workflow customization options, see Workflow System Settings.

Files

Including [File] in your workflow system settings will add an icon on your records that is triggered when a file of any type is added to a record.

[File] is available for the following entities:

• Candidates - Using the candidateWorkFlowSteps system setting.
• Contacts - Using the clientContactWorkFlowSteps system setting.
• Jobs - Using the jobPostingWorkFlowSteps system setting.
• Opportunities - Using the opportunityWorkflowSteps system setting.

In System Settings	On Records

Customized Files

Including [File:____] in your workflow system settings will add an icon on your records that is triggered when a file with a specified type is attached to a record, where ____ represents your defined file type.

• Do not add a space after the colon. For example, [File:Sales Documents] is correct while [File: Sales Documents] is not.
• The file type that you specify must exist in the fileTypeList system setting.

[File:____] is available for the following entities:

• Candidates - Using the candidateWorkFlowSteps system setting.
• Contacts - Using the clientContactWorkFlowSteps system setting.
• Jobs - Using the jobPostingWorkFlowSteps system setting.
• Opportunities - Using the opportunityWorkflowSteps system setting.

In System Settings	On Records