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Workflow Task Type: People Association

764 bytes added, 21:04, 10 June 2010
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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]].
 
:[[Image:PeepAssoc.png]]
 
 
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.
 
'''Note:''' if you are allowing the current user to select be sure that '''Suppress Workflow Window''' is not enabled,
 
 
In the '''Roles will be Assigned''' section select the [[Role]] that you want the contact(s) to be assigned with.
* To assigned different contacts with different roles you will have to create more than one '''People Association''' task.
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