You can use the '''People Association''' #REDIRECT [[Workflow Task TypeWorkflows_Overview#Task_Type:_People_Association]] to automatically add one or more contacts to to a Level 1 record. They will be assigned with the [[role]] defined in the [[Workflow]].
:[[Image:PeepAssoc.png]] In the '''Routing''' section select the [[Role]] the contact(s) you wish to add have within the system. You can then either select specific contacts that will always be added to the Level 1 when the workflow is triggered, or you can choose '''Let current user select target user from this role''' to allow the person that triggers the workflow to select a contact to be added. '''Note:''' if you are allowing the current user to select be sure that '''Suppress Workflow Window''' is not enabled, In the '''Roles will be Assigned''' section select the [[Role]] that you want the contact(s) to be assigned with.* To assigned different contacts with different roles you will have to create more than one '''People Association''' task. ==See Also==* [[Workflow Task Types]]* [[Enabling Workflows in the UTA]] [[Category:Workflows]]{{DeprecatedPage}}