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− | __TOC__
| + | #REDIRECT [[Workflows_Overview#Task_Type:_Acknowledgement]] |
− | Acknowledgement [[Workflow Task Types]] send messages to SmartSimple [[contact]]s.
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− | [[Image:Acknowledgement.png|link=]]
| + | {{DeprecatedPage}} |
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− | ==Task Settings==
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− | Acknowledgement Tasks have the following settings:
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− | * '''Name''' - Narrative name for the task.
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− | * '''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.
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− | * '''Description''' - Detailed description of the task ''(optional)''.
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− | * '''Expire After''' - Intended duration of the workflow.
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− | ===Message Template===
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− | * '''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''.
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− | * '''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@'')
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− | * '''CC Email Address''' - CC recipients address. ''(Separate multiple addresses with commas)''
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− | * '''Email Body Format''' - Options are ''Plain Text'' or ''HTML''.
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− | * '''Email Message Header''' - The email header can be modified using the following syntax, with the arguments separated by semicolon:
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− | :* X-Priority={1,2,3,4,5}
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− | :* Priority={normal,urgent,non-urgent}
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− | :* Importance={high,normal,low}
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− | :* Sensitivity={personal,private,company,confidential}
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− | e.g. ''Priority=urgent;Importance=high''
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− | * '''Subject''' - Narrative subject line of the message.
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− | * '''Body''' - Narrative body of the message.
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− | * '''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.
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− | * '''Attachment File IDs''' - Attach additional default files when triggered from a [[Smart Folder]]. See the [[File ID|Determining the File ID]] article for instructions.
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− | * '''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.
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− | * '''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.
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− | ===Routing===
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− | * '''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.
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− | * '''Use UTA Role''' - Check this box if you would like to use this role with a [[UTA]] triggered [[Workflow|workflow]].
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− | ==Configuration Walk-Through==
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− | The following articles walk through the steps needed to configure this Workflow Task Type
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− | * '''[[Adding a Workflow Task in an Acknowledgment Workflow]]'''
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− | * '''[[Setting the Message Type in an Acknowledgment Workflow]]'''
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− | * '''[[Setting the Step Role in an Acknowledgment Workflow]]'''
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− | * '''[[Selecting Recipients in an Acknowledgment Workflow]]'''
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− | * '''[[Completing an Acknowledgment Workflow]]'''
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− | * '''[[Attaching an Acknowledgment Workflow to an Object]]'''
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− | ==See Also==
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− | * [[Workflow Task Types]]
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− | * [[Using variable syntax to select recipients for workflow tasks]]
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