Changes

In this article you will add the step to the [[{{Adding a Workflow|workflow]] and connect that step to the '''start''' and '''complete'''.Task}}

* [[Image:WFTask7.pngIncluding a Hyperlink to a Level 1 or Level 2 Record in a Workflow Email]] Note the '''Start''' and '''Complete''' entries, plus the connector for the start step.

1. Click the '''New task''' button. [[Image:Ark7.png]] The '''Task''' details are displayed. [[Image:Acknowledgement.png|link=]] Depending on the task type selected, [[Workflow|workflow]] tasks have the following properties: * '''Name''' - Narrative name for the task.* '''Task Type''' - Acknowledge, process, complete, and move type tasks. See below.* '''Task Number''' - A system generated number that determines the presentation order of the task in the [[Workflow|workflow]]. This number can be changed to display the step in a different location.* '''Description''' - Detailed description of the task.* '''Expire After''' - Intended duration of the [[Workflow|workflow]].* '''[[Workflow Request For Approval Required Respondents|Respondents]] ''' - The minimum number of respondents that are required to trigger the processing of this step.* '''Move To''' - Provides the ability to move objects (files, companies or people) to another location at the end of the step. * '''Activity Properties''' - Days Delay, Activity Type, Activity Status, Reminder Type, Reminder Days* '''Message Type''' - Type of message – e-mail, instant message, both, or none required with this task. E-mail and instant messages can be created using variables that will create custom messages specific to instances of the [[Workflow|workflow]].* '''From Address''' - Email address sent from. This field accepts variables, so you can either hard-code a value (i.e. donotreply@mycompany.com) or use variable syntax (i.e. on a Level 1 Workflow: '''@owner.email@''')* '''CC Email Address''' - CC recipients address. ''(Separate multiple addresses with commas)''* '''Message Subject''' - Narrative subject line of the message.* '''Message Body''' - Narrative body of the message.* '''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|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, but not an instant message.* '''Save As Event''' - will create an e-mail activity against each recipient in the To field, including the e-mail contents. * '''Attachment File IDs''' - Attach additional default files when triggered from a [[Smart Folder]].* '''Role''' - Specific [[Role|role]] required to complete this task. The list of [[User|users]] associated with this [[Role|role]] will be displayed to the initiator, before this task is commenced. * '''Selected Users''' - If required, specific [[User|users]] can be selected to complete this task. This technique restricts the number of [[User|users]] that the initiator can select.* '''Routing Options''' - Specifies the types of options available to process this [[Workflow|workflow]] step. In many instances, the default options can be used, such as Approved, Rejected or Revise. But additional and alternate sets of options can be created to reflect more complex business processes.* '''Use UTA Role''' - Check this box if you would like to use this role with a [[UTA]] triggered [[Edit Workflow|workflow]]. 2. Set the '''Name''' to '''New Contact Alert'''.

3. Set the '''Description''' to '''Send a message to Sales when a new contact is added'''. ==Setting the Task Type== The '''task type''' determines how the task should be processed. See [[Workflow Task Type]]s for details  ===See Also===* {{PrevNextStart}} [[Including a Hyperlink to a Level 1 or Level 2 Record in Creating a Workflow Email]]* [[Edit Single Step Workflow]]

{{PrevNextStart}} [[Creating a Single Step Workflow]]{{PrevNextMid}} [[Setting the Message Type in an Acknowledgment Workflow]] {{PrevNextEnd}}