Difference between revisions of "Workflow Task Type: Acknowledgement"

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#REDIRECT [[Workflows_Overview#Task_Type:_Acknowledgement]]
Acknowledgement [[Workflow Task Types]] send messages to SmartSimple [[contact]]s.
 
  
[[Image:Acknowledgement.png|link=]]
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{{DeprecatedPage}}
 
 
==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, with the arguments separated by semicolon:
 
:* X-Priority={1,2,3,4,5}
 
:* Priority={normal,urgent,non-urgent}
 
:* Importance={high,normal,low}
 
:* Sensitivity={personal,private,company,confidential}
 
e.g. ''Priority=urgent;Importance=high''
 
* '''Subject''' - Narrative subject line of the 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]]
 

Latest revision as of 08:51, 21 July 2017


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