Difference between revisions of "Organization Assignment Role Settings"

Revision as of 06:34, 2 August 2024

Assignment Roles are set as a property of the Organizations standard field.

The categories shown above define which Company Roles are available from the dropdown when an organization is assigned to a record in a given UTA.

Configuration - Essential

To set the Assignment Roles:

1. Click the Settings tab on the menu bar.
2. Click on the Level 1, Level 2 or Level 3 tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain.
3. Click on the hyperlink for Standard Fields.
4. Click on the hyperlink Customer in the list of standard fields.
5. In the Lookup Filter select the Scope, Lookup Categories and Status which will be available in the assigning a contact.
6. Click the Save button for the Organizations 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.

Available Contact/Company Assignment Workflow setting page.

See Also

• Company Roles
• Categories
• Contact Assignment Role Settings
• UTA Settings - Security