Difference between revisions of "Workflow Task Type: Update Company Category"

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(Created page with '__TOC__ Update User Role Workflow Task Types can add or remove categories from SmartSimple organizationss. This task type is only available for "U…')
 
 
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#REDIRECT [[Workflows_Overview#Task_Type:_Update_Company_Category]]
Update User Role [[Workflow Task Types]] can add or remove [[Client Categories|categories]] from SmartSimple [[organizations]]s.
 
  
This task type is only available for "User" workflows.
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{{DeprecatedPage}}
 
 
[[Image:WorkflowTaskTypeSettings-UpdateCompanyCategory.png|link=]]
 
 
 
==Task Settings==
 
Update User Role 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.
 
* '''Option''' - options are ''Add'' or ''Remove''. This determines whether the task will add or remove categories from the organization upon which the workflow is triggered.
 
* '''Categories''' - select the categories that should be added or removed from the organization's profile.
 
 
 
==See Also==
 
* [[Workflow Task Types]]
 
 
 
[[Category:Workflows]]
 

Latest revision as of 09:00, 21 July 2017


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