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Workflow Task Type: Acknowledgement

3,600 bytes removed, 12:51, 21 July 2017
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__TOC__ Acknowledgement #REDIRECT [[Workflow Task TypesWorkflows_Overview#Task_Type:_Acknowledgement]] send messages to SmartSimple [[contact]]s.
[[Image:Acknowledgement.png|link=]] ==Task Settings==Acknowledgement Tasks have the following settings:* '''Name''' - Narrative name for the task.* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.* '''Description''' - Detailed description of the task ''(optional)''. * '''Expire After''' - Intended duration of the workflow. ===Message Template===* '''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]]. Options are ''No Message Required'' (default), ''Quick Message,'' ''Email Only'' and ''Quick Message and Email''.* '''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)''* '''Email Body Format''' - Options are ''Plain Text'' or ''HTML''.* '''Email Message Header''' - The email header can be modified using the following syntax::* X-Priority={1,2,3,4,5}:* Priority={normal,urgent,non-urgent}:* Importance={high,normal,lowDeprecatedPage}:* Sensitivity={personal,private,company,confidential} e.g. ''Priority=urgent;Importance=high''* '''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.* '''Attachment File IDs''' - Attach additional default files when triggered from a [[Smart Folder]]. See the [[File ID|Determining the File ID]] article for instructions.* '''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===* '''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 [[Workflow|workflow]]. ==Configuration Walk-Through==The following articles walk through the steps needed to configure this Workflow Task Type* '''[[Adding a Workflow Task in an Acknowledgment Workflow]]'''* '''[[Setting the Message Type in an Acknowledgment Workflow]]'''* '''[[Setting the Step Role in an Acknowledgment Workflow]]'''* '''[[Selecting Recipients in an Acknowledgment Workflow]]'''* '''[[Completing an Acknowledgment Workflow]]'''* '''[[Attaching an Acknowledgment Workflow to an Object]]''' ==See Also==* [[Workflow Task Types]]* [[Using variable syntax to select recipients for workflow tasks]]
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