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Workflows Overview

141 bytes added, 20:23, 6 March 2018
Task Type: Acknowledgement
:: e.g. Priority=urgent;Importance=high
:
:* '''Message Template: Subject''' - Narrative subject line of the message.:* '''Message Template: Body''' - Narrative body of the message.:* '''Message Template: Attach Object''' - Attaches the details of the object to the message. In the case of a SmartSimple object, such as a company, person, or application, the textual details of the object will be added. If the object is a file, then the file will be attached to an e-mail message, in the case of an instant message no file is attached.:* '''Message Template: Attachment File IDs''' - Attach additional default files. If this is a Link -Single File or Link - Multiple File or Display Only – Image custom field on the object, that triggered the workflow, then the custom field id needs to be specified (@#customfieldid#@). If you wish to attach a file from a SmartFolder, you must enter the SmartFolder file ID here. Multiple references should be separated by semicolons* '''Message Template:Send Immediately''' - If this option is enabled, the workflow email will be sent immediately instead of added to email queue.* '''Message Template: Save as Event''' - will create an e-mail activity. If it’s L1/L2 workflow, where the UTA L2/L3 Email Activity settings have been configured, then it will be saved as L2/L3 event under the L1/L2 object. Otherwise it will be saved as user event under the Activities tab against each recipient in the field.:* '''Routing: Use Variable for Recipients''' - Allows recipients of the message to be selected using variables.:* '''Routing: Use UTA Role''' - When using roles to select recipients, the UTA Role can be used to determine recipients. Only appears if workflow is UTA specific.:* '''Routing: Role''' - Used to select recipients by role. This list includes all roles configured in the system, alongside the built-in roles that can be used in a workflow:
:** The Originator role is used to reference the name of the person that started the workflow. This could be the person that submitted an expense claim, added a file to a workflow or added a new employee. :*The Initiator role is used to reference the name of the person that initiated the current task in the workflow. This refers to the person that approved the current step of an expense claim, or reviewed a document loaded into a workflow enabled Smart Folder.
:** The Owner role is used to reference the user assigned as the Owner of the record.
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