Difference between revisions of "Workflow Task Type: Company Association"

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You can use the '''Company Association''' [[Workflow Task Type]] 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.
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#REDIRECT [[Workflows_Overview#Task_Type:_Company_Association]]
  
[[Image:WorkflowTaskTypeSettings-CompanyAssociation.png|800px|link=]]
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==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 companies 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]]
 

Latest revision as of 08:49, 21 July 2017


Ambox warning pn.png This article is deprecated and the information contained within may no longer be correct.