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| − | =Overview=
| + | #REDIRECT [[Workflows_Overview#Using_variable_syntax_to_select_recipients_for_workflow_tasks]] |
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| − | The recipient of [[Workflows_-_Overview|workflows]] (selected in the Acknowledgement, Request for Comment and Request for Approval [[Workflow_Task_Types|task types]]) can be defined using variable syntax, rather than being limited to the list by role.
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| − | One of the benefits to using this is you can send to multiple roles at the same time, rather than having to configure different tasks for each role
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| − | It also allows you to filter recipients based on a custom field on the contact, or UTA Contact Role Based custom field(s).
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| − | To enable this feature, click on the "Use Variable for Recipients" checkbox under the "Routing" header in the workflow task.
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| − | [[Image:RecipientUserIDs.png|link=]]
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| − | The Recipient Userids field should contain the variable that returns the userid (or userids, in a comma-separated list) for the recipients of the workflow task. Some examples are as follows:
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| − | =Examples=
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| − | ==Level 1 workflow, to L1 contacts with roles:==
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| − | ''[#(?object=contact::criteria=roleid in (10325,10244,10240))~userid~,#]''
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| − | <i>This will select the recipients that are assigned as contacts on the level 1 object that possess the roles with the [[Roleid|Role IDs]] of 10325, 10244 and 10240.</i>
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| − | ==Same as above, but also selecting the owner:==
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| − | ''@owner.userid@,[#(?object=contact::criteria=roleid in (10325,10244,10240))~userid~,#]''
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| − | ==Level 2 workflow to mail to contacts attached to Level 1 record:==
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| − | ''@parent.[#(?object=contact::criteria=roleid in (10325,10244,10240))~userid~,#]@''
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| − | ==Level 2 workflow to mail to contacts attached to Level 2 record<br>([[Relating_Contacts_and_Accounts_to_the_Universal_Tracking_Application#Multiple_Contact_List|multiple contact list enabled]]):==
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| − | ''[#(?object=contact::criteria=roleid in (10325,10244,10240))~userid~,#]''
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| − | ==Level 1 workflow to mail all contacts in the client company:==
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| − | ''@client.[#(?object=contact)~userid~,#]@''
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| − | ==Level 1 workflow to mail to contacts associated with the Level 1 "client" in various roles<br>(this relates to the association role, not the system roles of the contacts)==
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| − | ''@client.[#(?object=association::criteria=roleid in (10244,10240,10242))~userid~,#]@''
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| − | ==Additional examples==
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| − | For more information on displaying lists of userids, see the Wiki entry for [[Web_Page_View_Field_Variables|Web Page View Field Variables]].
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| − | ==See Also==
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| − | * [[List Syntax]]
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| − | [[Category:Variables]][[Category:Workflows]]
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