* '''Use UTA Role''' - Check this box if you would like to use this role with a [[UTA]] triggered [[Workflow|workflow]].
2. Set the '''Name''' to '''New Contact Alert'''.
32. Set the '''Description''' to '''Send a message to Sales when a new contact is addedName'''of the Task as appropriate.
==Setting 3. Populate the Task Type=='''Description''' field if required.
The '''task type''' determines how 4. Click Save at the task should be processedbottom of the page.
See 5. Click on the Back button to return to the Edit Workflow screen. 6. The Task will be listed but there will be no Connectors, so the task will not be executed if the workflow was triggered. [[Workflow Image:WFTask11.png]] ==Connecting Tasks==The '''task''' is a steps that must be executed when the workflow is triggered. However, all tasks must first be connected to other tasks or to the '''start''' and '''complete''' before they will be executed. 1. Click on the New option in the row preceding the task you wish to connect. In the example below the preceding task may be the Start option, but it could also be a preceeding Task Type. [[Image:WFTask12.png]] 2. The New Connector screen launches with number of options. [[Image:WFTask13.png]] * '''Name''': Free text field to enter a descriptive name for the connectro* '''Trigger Type''': drop-down with Default or Expired options * '''Connect To''': drop-down allowing you to select what you want to connect to. All tasks within the workflow will be listed. along side the Start and Complete options. Also, there will be a list of other workflows in the system.* '''Trigger Date''': drop-down allowing user to specify whether the task should be triggered on the day it was called, or based on a date field within the entity (i.e. level one, contact, etc.) that the workflow was triggered from. * '''Delay(s for details)''': user can specify any delays based on the trigger date. ** If the value 1 was entered here then the task would be triggered one day after the defined Trigger Date. ** If the value -1 was entered here then the task would be triggered one day before the defined Trigger Date. ** If the value 0 was entered here then the task would be triggered on the defined Trigger Date. * '''Business Day Only''': * '''Holiday Calendar Used''': * '''Required Respondents''': * '''Condition''':
