Changes

Workflow Task Type: People Association

28 bytes removed, 13:48, 27 September 2013

→‎Task Settings

* '''Expire After''' - Intended duration of the workflow.

{{WorkflowTaskTypeRouting}}

{{WorkflowTaskRoutingOptions}}* '''Roles will be Assigned''' - select the [[Role|role(s)]] that you want the contact(s) to be assigned with.:* To assign different contacts with different roles, you will have to create more than one '''People Association''' task.

 In the '''Routing''' section select a [[Role]] currently possessed by the contact(s) you wish to add. You can then either select specific contacts that will always be added to the {{l1}} 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 target user, the Workflow must be triggered by a [[status]], and not by [[Trigger a Workflow from a Custom Browser Script|script]].

* 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 assign 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 [[Workflow Task Type: Acknowledgement|Acknowledgement Workflow Task]] that e-mails all contacts with the UTA role you have selected.

 

==See Also==

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Arthur Lathrop

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