Workflow Task Type: Company Association

You can use the Company Association Workflow Task Type to automatically add one or more companies to 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 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 role(s) that you want the contact(s) 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