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. * Also be sure to include a description, as this will be presented to the user when they are asked to select the contact to be assigned. 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. In order to notify the contact(s) that they have been assigned you can create a subsequent '''Acknowledgement''' [[Workflow Task]] that e-mails all contacts with the UTA role you have selected. ==See Also==* [[Workflow Task Types]]* [[Enabling Workflows in the UTA]] [[Category:Workflows]]{{DeprecatedPage}}