Difference between revisions of "Contact Assignment Role Settings"
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# In the '''Assignment Roles''''' s''elect the [[UTA role]]s are available from the dropdown when assigning a contact. | # 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. | # Click the '''Save''' button for the '''Contacts''' standard field. | ||
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==Configuration - Advanced== | ==Configuration - Advanced== | ||
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[[File:Available_Assignment_Workflow_Settings.png|thumb|center|600px|Available Contact/Company Assignment Workflow setting page.]] | [[File:Available_Assignment_Workflow_Settings.png|thumb|center|600px|Available Contact/Company Assignment Workflow setting page.]] | ||
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==See Also== | ==See Also== | ||
Latest revision as of 06:29, 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.
