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Created page with "You can use the '''Company Association''' Workflow Task Type to automatically add one or more companies to to a {{l1}} record. They will be assigned to the record with the..."
You can use the '''Company Association''' [[Workflow Task Type]] to automatically add one or more companies to to a {{l1}} record. They will be assigned to the record with the [[UTA category]] defined in the "Roles will be assigned" setting.
[[Image:WorkflowTaskTypeSettings-CompanyAssociation.png|link=]]
==Task Settings==
Company Association Tasks have the following settings:
* '''Name''' - Narrative name for the task.
* '''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 ''(optional)''.
* '''Expire After''' - Intended duration of the workflow.
{{WorkflowTaskTypeRouting}}
* '''Use Variables for companies''' - Allows recipients of the message to be selected using variables. See this article for configuration details.
* '''Companies''' - use Lookup to select the Companies that will be added.
* '''Roles will be Assigned''' - select the [[Role|role(s)]] that you want the contact(s) to be assigned with.
:* To assign different companies with different categories, you will have to create more than one '''Company Association''' task.
==See Also==
* [[Workflow Task Types]]
* [[Enabling Workflows in the UTA]]
[[Category:Workflows]]
[[Image:WorkflowTaskTypeSettings-CompanyAssociation.png|link=]]
==Task Settings==
Company Association Tasks have the following settings:
* '''Name''' - Narrative name for the task.
* '''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 ''(optional)''.
* '''Expire After''' - Intended duration of the workflow.
{{WorkflowTaskTypeRouting}}
* '''Use Variables for companies''' - Allows recipients of the message to be selected using variables. See this article for configuration details.
* '''Companies''' - use Lookup to select the Companies that will be added.
* '''Roles will be Assigned''' - select the [[Role|role(s)]] that you want the contact(s) to be assigned with.
:* To assign different companies with different categories, you will have to create more than one '''Company Association''' task.
==See Also==
* [[Workflow Task Types]]
* [[Enabling Workflows in the UTA]]
[[Category:Workflows]]