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Workflow Filters

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    Moved to: https://help.atollon.com/books/system-administration/page/workflow-filters

    Workflow Filters are used to set-up conditions under which Workflow is executed. One of the methods to filter objects, which need to fulfill specified conditions to be part of Workflow scenario is to match with Workflow filter. Workflow filter is pre-set view on Events or Tasks, Time Sheet records, Projects, Folders (Clients), Activities, Contacts or User database.

    You may condition the Workflow to be executed only in connection with specific Type of Project in particular Phase, for example. No matter whether Task, Activity or Message will be created, this Workflow Filter will make sure that the Project will meet the condition.

    Workflow Filters are (similar to Workflow Actions) stored in context of module & module dimension.

    Once you save Workflow Filter, it may be used as additional filtering criteria when defining the core filtering criteria for Workflow.

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