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| − | 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.
| + | #REDIRECT [[Workflows_Overview#Task_Type:_Company_Association]] |
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| − | [[Image:WorkflowTaskTypeSettings-CompanyAssociation.png|800px|link=]]
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| − | ==Task Settings==
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| − | Company Association 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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| − | * '''Use Variables for companies''' - Allows user to use syntax to reference the company IDs
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| − | * '''Companies''' - use Lookup to select the Companies that will be added.
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| − | * '''Roles will be Assigned''' - select the [[Category|categories]] that you want the companies to be assigned with.
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| − | :* To assign different companies with different categories, you will have to create more than one '''Company Association''' task.
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| − | ==See Also==
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| − | * [[Workflow Task Types]]
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| − | * [[Enabling Workflows in the UTA]]
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| − | [[Category:Workflows]]
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