Smartstaff, administrator
4,478
edits
Changes
no edit summary
If the task sits under a Level 2 or 3 workflow, then when the user clicks the Preview button they are required to choose the UTA first, before selecting a sample record to preview.
[[Image:WorkflowPreview1.png|border]]
If the task sits under a Level 1, User or Company workflow, then when the user clicks the Preview button they can select a sample record to preview straight away, without having to indicate UTA .
[[Image:WorkflowPreview2.png|border]]
Once selected it will go to preview screen, and shows subject and body after processing the variables..
[[Image:WorkflowPreview3.png|border]]