You can use the '''Company Association''' #REDIRECT [[Workflow Task TypeWorkflows_Overview#Task_Type:_Company_Association]] to automatically add one or more companies to to a {{l1}} record. They will be assigned to the record with the [[UTA category]] defined in the "Roles will be assigned" setting.
[[Image:WorkflowTaskTypeSettings-CompanyAssociation.png|800px|link=]] ==Task Settings==Company Association 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.* '''Use Variables for companies''' - Allows recipients of the message to be selected using variables. See this article for configuration details.* '''Companies''' - use Lookup to select the Companies that will be added. * '''Roles will be Assigned''' - select the [[Category|categories]] that you want the comapnies to be assigned with.:* To assign different companies with different categories, you will have to create more than one '''Company Association''' task. ==See Also==* [[Workflow Task Types]]* [[Enabling Workflows in the UTA]] [[Category:Workflows]]{{DeprecatedPage}}