Difference between revisions of "Adding a Workflow Task in an Acknowledgment Workflow"

Revision as of 08:30, 26 June 2014

In this article you will add the step to the workflow and connect that step to the start and complete.

The Task List is displayed.

Note the Start and Complete entries, plus the connector for the start step.

1. Click the New task button.

The Task details are displayed, with a Task Number initially set to 10 and increasing in increments of 10 for each subsequent workflow task.

The first thing to do is to select the Task Type. The list of available Task Types is controlled by the workflow type.

The type selected will then control the properties available within the task. The possible options are:

• Name - Narrative name for the task.
• Task Type - Acknowledge, process, complete, and move type tasks. See below.
• Task Number - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.
• Description - Detailed description of the task.
• Expire After - Intended duration of the workflow.
• Respondents - The minimum number of respondents that are required to trigger the processing of this step.
• Move To - Provides the ability to move objects (files, companies or people) to another location at the end of the step.
• Activity Properties - Days Delay, Activity Type, Activity Status, Reminder Type, Reminder Days
• Message Type - Type of message – e-mail, instant message, both, or none required with this task. E-mail and instant messages can be created using variables that will create custom messages specific to instances of the workflow.
• From Address - Email address sent from. This field accepts variables, so you can either hard-code a value (i.e. donotreply@mycompany.com) or use variable syntax (i.e. on a Level 1 Workflow: @owner.email@)
• CC Email Address - CC recipients address. (Separate multiple addresses with commas)
• Message Subject - Narrative subject line of the message.
• Message Body - Narrative body of the message.
• Attach Object - Attaches the details of the object to the message. In the case of a SmartSimple object, such as a company, person, or application, the textual details of the object will be added. If the object is a file, then the file will be attached to an e-mail message, but not an instant message.
• Save As Event - will create an e-mail activity against each recipient in the To field, including the e-mail contents.
• Attachment File IDs - Attach additional default files when triggered from a Smart Folder.
• Role - Specific role required to complete this task. The list of users associated with this role will be displayed to the initiator, before this task is commenced.
• Selected Users - If required, specific users can be selected to complete this task. This technique restricts the number of users that the initiator can select.
• Routing Options - Specifies the types of options available to process this workflow step. In many instances, the default options can be used, such as Approved, Rejected or Revise. But additional and alternate sets of options can be created to reflect more complex business processes.
• Use UTA Role - Check this box if you would like to use this role with a UTA triggered workflow.

2. Set the Name to New Contact Alert.

3. Set the Description to Send a message to Sales when a new contact is added.

Setting the Task Type

The task type determines how the task should be processed.

See Workflow Task Types for details

See Also

• Including a Hyperlink to a Level 1 or Level 2 Record in a Workflow Email
• Edit Workflow

Creating a Single Step Workflow

Setting the Message Type in an Acknowledgment Workflow