Difference between revisions of "Organization Assignment Role Settings"
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| − | [[ | + | '''Assignment Roles''' are set as a property of the '''Organizations''' [[standard field]]. |
| − | + | The categories shown above define which [[Company Role]]s are available from the dropdown when an [[organization]] is assigned to a record in a given [[UTA]]. | |
| − | + | [[File:Orgs_-_List_of_Company_Roles.png|thumb|center|600px|Company Assignment page.]] | |
| − | |||
| − | |||
| − | [[ | + | ==Configuration - Essential== |
| + | To set the ''Assignment Roles'': | ||
| + | |||
| + | # Click the '''Settings''' tab on the {{UTA}} menu bar. | ||
| + | # Click on the {{l1}}, {{l2}} or {{l3}} tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain. | ||
| + | # Click on the hyperlink for '''Standard Fields'''. | ||
| + | # Click on the hyperlink '''Customer''' in the list of standard fields. | ||
| + | # In the '''Lookup Filter '''select the '''Scope''',''' Lookup Categories''' and '''Status''' which will be available in the assigning a contact. | ||
| + | # Click the '''Save''' button for the ''Organizations'' 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 [[Types|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. | ||
| + | |||
| + | [[File:Available_Assignment_Workflow_Settings.png|thumb|center|600px|Available Contact/Company Assignment Workflow setting page.]] | ||
==See Also== | ==See Also== | ||
| + | * [[Company Roles]] | ||
* [[Client Categories|Categories]] | * [[Client Categories|Categories]] | ||
* [[Contact Assignment Role Settings]] | * [[Contact Assignment Role Settings]] | ||
Latest revision as of 06:48, 2 August 2024
Assignment Roles are set as a property of the Organizations standard field.
The categories shown above define which Company Roles are available from the dropdown when an organization is assigned to a record in a given UTA.
Configuration - Essential
To set the Assignment Roles:
- Click the Settings tab on the menu bar.
- Click on the Level 1, Level 2 or Level 3 tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain.
- Click on the hyperlink for Standard Fields.
- Click on the hyperlink Customer in the list of standard fields.
- In the Lookup Filter select the Scope, Lookup Categories and Status which will be available in the assigning a contact.
- Click the Save button for the Organizations 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.
