Selecting Recipients in an Acknowledgment Workflow
Once the role has been selected the following recipient choices are available:
- Let the current user select target user from this role – When the workflow is triggered, the user will be prompted to select a recipient from the list of users currently in the role.
- All Users of this role – The message will be sent to all users in the selected role.
- Selectable list of users currently in the role – The message is sent to the specific users that are selected.
These options may also be available, depending on the Workflow Type:
- Originator: The contact that triggered the Workflow
- Initiator: The contact the triggered the current Workflow Task (the contact that actioned the previous Task).
- * Assigned: The contacts in the Level 2 or Level 3 Assigned Standard Field
- * Contacts: The contacts in the Level 2 or Level 3 Contact Standard Field
1. Choose Employees from the Roles combo box.
The users with this role are displayed.
2. Choose your login name.
3. Click the OK button.
The role is set to Employees and the user chosen from that role.