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Workflows Overview

1,702 bytes added, 19:17, 20 July 2017
Using variables with workflows
Using the "Variable processed recipients" feature of Workflow Tasks, you can direct a Notes Workflow to the contacts on the record to which the note is attached, using the @parent.owner.userid@ or @parent.[#(?object=contact)~userid~,#]@ syntaxes.
===Password Variables===
Different [[Password|password]] [[Variables|variables]] can be used depending on the [[Workflow|workflow]] task type.
 
[[UTA]] Activation task type uses @password@
 
Acknowledgment task type uses @randompassword@ or @checkactivatedpassword@
 
'''Task Type: User Activation'''
* @password@ - Checks if the user is activated
:* if the [[User|user]] is not activated then generates a new random [[Password|password]] (i.e. Your password is: ABCDEFGH)
:* if the [[User|user]] is activated then sends the text "current password" (i.e. Password is: current password)
 
'''Task Type: Acknowledgment'''
* @randompassword@ - generates a new random [[Password|password]]
 
* @checkactivatedpassword@ - checks if the [[User|user]] is activated
:* if the [[User|user]] is not activated then generates a new random [[Password|password]]
:* if the [[User|user]] is activated then sends the text "existing password" (see '''Notes''' below)
 
Because of the complex nature of the password creation and validation process it is not possible to automatically translate '''existing password''' into other languages. If you are sending an e-mail containing the @checkactivatedpassword@ variable you can use the following syntax to display text other than "existing password" if required.
 
For example, for an existing user the following will show the French translation of '''existing password''' which is '''Mot de passe courant'''. If the user has not been previously activated the syntax will provide a randomly generated password as normal:
<pre>
<!--@sscalculation(if(trim("@checkactivatedpassword@")="existing password","Mot de passe courant","@checkactivatedpassword@"))-->
</pre>
=Using workflows=
Smartstaff, administrator
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