Smartstaff, administrator
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→Add an Assignment Type
# Click on the '''+''' New Assignment Type icon.
# Complete the New Assignment Type page. The New Assignments Type Options include:
:* Display Order - Enables you to control where this Assignment Type will be displayed in relation to other Assignment Types on the Assignment Types page.:* Assignment Name - The name of the assignment type.:* Description - Enter a description for the assignment type.:* View Roles - This field specifies which roles will have the ability to view this assignment type. '''Note:''' the roles selected here will be able to view the Assignment List View icon.:* Assign - Select the Object/Record type that will be included in this assignment. Only contacts are enabled during phase 1.:* Assign As - Select the Object/Record type that the assigned Object/Record type will be assigned to. Only Level 1s are able to be assigned to during phase 1.:* Trigger Workflow - Add a check mark to enable this assignment to trigger a workflow when the assignments are made.:* Run Template Formula - Add a check mark to run a template formula when the assignments are made.
# Click '''Save'''.