Changes

Workflows Overview

2 bytes added, 18:23, 20 July 2017
no edit summary
If the response should be saved to a [[System Variable]], the syntax would be:
@system.xml.''fieldname''.''nodename''.nodevalue@
 
 
 
==Using variable syntax to select recipients for workflow tasks==
 
The recipient of workflows (selected in the Acknowledgement, Request for Comment and Request for Approval task types) can be defined using [[Variable List|variable syntax]], rather than being limited to the list by role.
 
The benefits to using this approach is, you can send to multiple roles at the same time, rather than having to configure different tasks for each role.
 
It also allows you to filter recipients based on a custom field on the contact, or UTA Contact Role Based custom field(s).
 
To enable this feature, click on the "Use Variable for Recipients" checkbox under the "Routing" header in the workflow task and then use variables to reference the relevant user.
==Using variables with workflows==
 
 
===Using variable syntax to select recipients for workflow tasks===
 
The recipient of workflows (selected in the Acknowledgement, Request for Comment and Request for Approval task types) can be defined using [[Variable List|variable syntax]], rather than being limited to the list by role.
 
The benefits to using this approach is, you can send to multiple roles at the same time, rather than having to configure different tasks for each role.
 
It also allows you to filter recipients based on a custom field on the contact, or UTA Contact Role Based custom field(s).
 
To enable this feature, click on the "Use Variable for Recipients" checkbox under the "Routing" header in the workflow task and then use variables to reference the relevant user.
 
===Notes Workflow===
Smartstaff, administrator
4,478
edits