Changes

Workflow Task Type: Company Association

1,219 bytes removed, 17:24, 20 July 2017
You can use the '''Company Association''' #REDIRECT [[Workflow Task Type]] to automatically add, remove or update one or more companies to a {{l1}} record. They will be assigned to the record with the [[UTA category]] defined in the "Roles will be assigned" setting. [[Image:WorkflowTaskTypeSettings-CompanyAssociation.png|800px|link=]] ==Task Settings==Company Association Tasks have the following settings:* '''Name''' - Narrative name for the task.* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.* '''Description''' - Detailed description of the task ''(optional)''. * '''Expire After''' - Intended duration of the workflow.* '''Use Variables for companies''' - Allows user to use syntax to reference the company IDs* '''Companies''' - use Lookup to select the Companies that will be added. * '''Roles will be Assigned''' - select the [[Category|categories]] that you want the companies to be assigned with.:* To assign different companies with different categories, you will have to create more than one '''Company Association''' task.  ==See Also==* [[Workflow Task Types]]* [[Enabling Workflows in the UTA]]  [[CategoryWorkflows_Overview#Task_Type:Workflows_Company_Association]]
Smartstaff, administrator
4,478
edits