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| − | You can use the '''People Association''' [[Workflow Task Type]] to automatically add one or more contacts to to a {{l1}} record. They will be assigned to the record with the [[UTA role]] defined in the "Roles will be assigned" setting.
| + | #REDIRECT [[Workflows_Overview#Task_Type:_People_Association]] |
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| − | [[Image:WorkflowTaskTypeSettings-PeopleAssociation.png|link=]]
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| − | ==Task Settings==
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| − | Acknowledgement 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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| − | {{WorkflowTaskTypeRouting}}
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| − | * '''Roles will be Assigned''' - select the [[Role|role(s)]] that you want the contact(s) to be assigned with.
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| − | :* To assign different contacts with different roles, you will have to create more than one '''People Association''' task.
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| − | 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.
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| − | '''Note:'''
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| − | * If you are allowing the current user to select target user, be sure that '''Suppress Workflow Window''' is not enabled.
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| − | * 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]].
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| − | * 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.
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| − | 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.
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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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