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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 [[organization]]s.
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| − | This task type is only available for "Company" workflows.
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| − | [[Image:WorkflowTaskTypeSettingsUpdateCompanyCategory.png|link=]]
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| − | ==Task Settings==
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| − | Update Company Category 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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| − | * '''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.
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| − | * '''Categories''' - select the categories that should be added or removed from the organization's profile.
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| − | ==See Also==
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| − | * [[Workflow Task Types]]
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| − | [[Category:Workflows]]
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