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* '''Description''' - optional description of the task.
* '''Expire After''' - intended duration of the workflow.
* '''Message Template - : Type''' - Type of message to be sent. If a message is sent it can created using variables that will create custom messages specific to instances of the workflow.
:*No message required – no message will be sent when the task triggers.
:*Quick Message and E-mail – both an instant message and an e-mail are sent.
* '''Message Template - : From Address''' - Email address sent from. This field accepts variables, so you can either hard-code a value (e.g. donotreply@mycompany.com) or use variable syntax (e.g. on a Level 1 Workflow, @owner.email@) * '''Message Template- : CC Email Address''' - CC recipients address. (Separate multiple addresses with commas). Additional Email Syntax options can be used within this field. * '''Message Template- : Email Body Format''' - Options are Plain Text or HTML. * '''Message Template- : Email Message Header''' - The email header can be modified using the following syntax, with the arguments separated by semicolon:
:*X-Priority={1,2,3,4,5}
::e.g. Priority=urgent;Importance=high
* '''Message Template- : Subject''' - Narrative subject line of the message.
* '''Message Template: Body''' - Narrative body of the message.
* '''Message Template: Attach Object''' - Attaches the details of the object to the message. In the case of a SmartSimple object, such as a company, person, or application, the textual details of the object will be added. If the object is a file, then the file will be attached to an e-mail message, in the case of an instant message no file is attached. * '''Message Template: Attachment File IDs''' - Attach additional default files. If this is a Link -Single File or Link - Multiple File or Display Only – Image custom field on the object, that triggered the workflow, then the custom field id needs to be specified (@#customfieldid#@). If you wish to attach a file from a SmartFolder, you must enter the SmartFolder file ID here. Multiple references should be separated by semicolons* '''Message Template: Save as Event''' - will create an e-mail activity. If it’s L1/L2 workflow, where the UTA L2/L3 Email Activity settings have been configured, then it will be saved as L2/L3 event under the L1/L2 object. Otherwise it will be saved as user event under the Activities tab against each recipient in the field.
* '''Routing: Use Variable for Recipients''' - Allows recipients of the message to be selected using variables.
* '''Routing: Use UTA Role''' - When using roles to select recipients, the UTA Role can be used to determine recipients. Only appears if workflow is UTA specific.