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Workflow Task Type: Update Company Category

982 bytes removed, 17:28, 20 July 2017
__TOC__ Update User Role #REDIRECT [[Workflow Task Types]] can add or remove [[Client Categories|categories]] from SmartSimple [[organization]]s. This task type is only available for "Company" workflows. [[Image:WorkflowTaskTypeSettingsUpdateCompanyCategory.png|link=]] ==Task Settings==Update Company Category 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.* '''Option''' - options are ''Add'' or ''Remove''. This determines whether the task will add or remove categories from the organization upon which the workflow is triggered.* '''Categories''' - select the categories that should be added or removed from the organization's profile. ==See Also==* [[Workflow Task Types]] [[CategoryWorkflows_Overview#Task_Type:Workflows_Update_Company_Category]]
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