Difference between revisions of "Contact Assignment Role Settings"
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''Assignment Roles'' are set as a property of the ''Contacts'' [[standard field]]. | ''Assignment Roles'' are set as a property of the ''Contacts'' [[standard field]]. | ||
The roles shown above define which [[UTA role]]s are available from the dropdown when a [[contact]] is assigned to a record in a given [[UTA]]. | The roles shown above define which [[UTA role]]s are available from the dropdown when a [[contact]] is assigned to a record in a given [[UTA]]. | ||
| − | [[File: | + | [[File:L1 List of UTA Roles 2.png|thumb|center|800px|UTA Role Assignment Selection.]] |
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| + | ==Configuration - Essential== | ||
| + | To set the '''Assignment Roles''': | ||
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| + | # Click the '''Configuration Settings''' tab on the {{UTA}} menu bar. | ||
| + | # Click on the {{L1}}, {{L2}} or {{L3}} tab, depending on the level upon which the Contact field is whose roles you wish to constrain. | ||
| + | # Click on the hyperlink for '''Standard Fields'''. | ||
| + | # Click on the hyperlink '''Contacts''' in the list of standard fields. | ||
| + | # In the '''Assignment Roles''''' s''elect the [[UTA role]]s are available from the dropdown when assigning a contact. | ||
| + | # Click the '''Save''' button for the '''Contacts''' standard field. | ||
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| + | ==Configuration - Advanced== | ||
| + | If you wish to trigger a UTA Contact Assignment Workflow or a UTA Company Assignment Workflow from a UTA level 1 record then you must have configured the [[Types|Level 1 Type]] settings. | ||
| − | + | Each Level 1 '''Type''' page has the following 2 options in the '''Process''' tab: | |
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| − | + | * '''Available Contact Assignment Workflow''' - use to define one or more UTA Role Assignment Workflows that are triggered by this type . | |
| − | + | * '''Available Company Assignment Workflow''' - use to define one or more UTA Company Assignment Workflows that are triggered by this type. | |
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| + | [[File:Available_Assignment_Workflow_Settings.png|thumb|center|600px|Available Contact/Company Assignment Workflow setting page.]] | ||
==See Also== | ==See Also== | ||
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* [[Organization Assignment Role Settings]] | * [[Organization Assignment Role Settings]] | ||
* [[UTA Settings - Security]] | * [[UTA Settings - Security]] | ||
| + | * [[Workflows Overview]] | ||
[[Category:UTA Settings]][[Category:Security]] | [[Category:UTA Settings]][[Category:Security]] | ||
Latest revision as of 07:29, 2 August 2024
Assignment Roles are set as a property of the Contacts standard field.
The roles shown above define which UTA roles are available from the dropdown when a contact is assigned to a record in a given UTA.
Configuration - Essential
To set the Assignment Roles:
- Click the Configuration Settings tab on the menu bar.
- Click on the Level 1, Level 2 or Level 3 tab, depending on the level upon which the Contact field is whose roles you wish to constrain.
- Click on the hyperlink for Standard Fields.
- Click on the hyperlink Contacts in the list of standard fields.
- In the Assignment Roles select the UTA roles are available from the dropdown when assigning a contact.
- Click the Save button for the Contacts standard field.
Configuration - Advanced
If you wish to trigger a UTA Contact Assignment Workflow or a UTA Company Assignment Workflow from a UTA level 1 record then you must have configured the Level 1 Type settings.
Each Level 1 Type page has the following 2 options in the Process tab:
- Available Contact Assignment Workflow - use to define one or more UTA Role Assignment Workflows that are triggered by this type .
- Available Company Assignment Workflow - use to define one or more UTA Company Assignment Workflows that are triggered by this type.
