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| − | You can use the '''People Association''' [[Workflow Task Type]] to automatically add one or more contacts to to a Level 1 record. They will be assigned with the [[role]] defined in the [[Workflow]].
| + | #REDIRECT [[Workflows_Overview#Task_Type:_People_Association]] |
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| − | :[[Image:PeepAssoc.png]]
| + | {{DeprecatedPage}} |
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| − | In the '''Routing''' section select the [[Role]] the contact(s) you wish to add have within the system. You can then either select specific contacts that will always be added to the Level 1 when the workflow is triggered, or you can choose '''Let current user select target user from this role''' to allow the person that triggers the workflow to select a contact to be added.
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| − | '''Note:'''
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| − | * If you are allowing the current user to select be sure that '''Suppress Workflow Window''' is not enabled.
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| − | * Also be sure to include a description, as this will be presented to the user when they are asked to select the contact to be assigned.
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| − | In the '''Roles will be Assigned''' section select the [[Role]] that you want the contact(s) to be assigned with.
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| − | * To assigned different contacts with different roles you will have to create more than one '''People Association''' task.
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| − | In order to notify the contact(s) that they have been assigned you can create a subsequent '''Acknowledgement''' [[Workflow Task]] that e-mails all contacts with the UTA role you have selected.
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| − | ==See Also==
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| − | * [[Workflow Task Types]]
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| − | * [[Enabling Workflows in the UTA]]
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| − | [[Category:Workflows]]
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This article is deprecated and the information contained within may no longer be correct.
