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Upgrades by Category

315 bytes added, 13:05, 3 May 2013
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|The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be defined using variable syntax, rather than being limited to the list by role. This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter based on a custom field on the contact, or UTA Contact Role Based custom field(s). For [[Notes]] created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role.
|May 2012
|+
|The following '''[[Workflow|workflow]] [[Workflow Task Types|task types]]''' have been added:
::* Add new user
::* Remove a user role
::* Activate a user
::* Deactivate a user
|October 2012
|+
|"Update Custom Field Value" and "Change Status" tasks have been added to '''transaction''' Workflows.
|October 2012
|}
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