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 | + | You can use the '''Company Association''' [[Workflow Task Type]] to automatically add, remove or update one or more companies 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=]] | [[Image:WorkflowTaskTypeSettings-CompanyAssociation.png|800px|link=]] | ||
Revision as of 10:36, 25 July 2016
You can use the Company Association Workflow Task Type to automatically add, remove or update one or more companies to a Level 1 record. They will be assigned to the record with the UTA category defined in the "Roles will be assigned" setting.
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 user to use syntax to reference the company IDs
- Companies - use Lookup to select the Companies that will be added.
- Roles will be Assigned - select the 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.
