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1. In the [[Workflow|workflow]] list, click '''New Workflow'''.
2. Select the name of your [[UTA]] from the '''Workflow Type''' combo box. In our example the [[UTA]] name is '''Project Tracker'''.
[[Image:Ark71.png]]
3. Enter the '''Name''' and '''Description''' of the [[Workflow|workflow]].
=Setting the Trigger When and Termination Trigger=
For '''Level One''' [[Workflow|workflows]] the '''Trigger When''' and '''Termination Trigger''' boxes are available.
* The '''Trigger When''' determines what '''Level One Status''' triggers the [[Workflow|workflow]]. The '''Deactivate''' option disables the [[Workflow|workflow]].
* The '''Termination Trigger''' allows the [[Workflow|workflow]] to be cancelled before all its tasks are complete. A '''termination trigger''' is not mandatory when creating a '''Level One''' [[Workflow|workflow]].
4. Select a status for the '''Trigger When'''.
5. Click '''Save'''.
The new [[Workflow|workflow]] is displayed.
[[Image:Ark72.png]]
=Using the UTA Role=
The [[UTA]] [[Role]] allows the system to send a message to all the [[User|users]] assigned to the '''Level One''' item with a specific [[Role|role]].
1. Create a '''New Acknowledgment''' task that will send a quick message.
2. In the '''Routing''' section, check the '''Use UTA Role''' checkbox.
3. In the '''Selected User''' lookup, select the [[Role|role]] of '''Employee''', choose '''All Users in This Role''' and click '''OK'''. '''All Users in This Role''' is the only option that can be used in combination with [[UTA]] [[Role]].
4. Click '''Save'''. Click the '''task name''' to review the routing settings.
[[Image:Ark73.png]]
We will not be using [[UTA]] [[Role]] in this example, so '''uncheck''' the [[UTA]] [[Role]] box.
6. Click the '''Selected User Lookup''' and select '''Let current user select target user from this role''' and click '''Save'''. Complete the [[Workflow|workflow]] by creating the connectors to the '''Start''' event and the '''Complete''' event.
[[Image:Ark74.png]]
[[Category:System Management]][[Category:Workflows]][[Category:Applications]]
2. Select the name of your [[UTA]] from the '''Workflow Type''' combo box. In our example the [[UTA]] name is '''Project Tracker'''.
[[Image:Ark71.png]]
3. Enter the '''Name''' and '''Description''' of the [[Workflow|workflow]].
=Setting the Trigger When and Termination Trigger=
For '''Level One''' [[Workflow|workflows]] the '''Trigger When''' and '''Termination Trigger''' boxes are available.
* The '''Trigger When''' determines what '''Level One Status''' triggers the [[Workflow|workflow]]. The '''Deactivate''' option disables the [[Workflow|workflow]].
* The '''Termination Trigger''' allows the [[Workflow|workflow]] to be cancelled before all its tasks are complete. A '''termination trigger''' is not mandatory when creating a '''Level One''' [[Workflow|workflow]].
4. Select a status for the '''Trigger When'''.
5. Click '''Save'''.
The new [[Workflow|workflow]] is displayed.
[[Image:Ark72.png]]
=Using the UTA Role=
The [[UTA]] [[Role]] allows the system to send a message to all the [[User|users]] assigned to the '''Level One''' item with a specific [[Role|role]].
1. Create a '''New Acknowledgment''' task that will send a quick message.
2. In the '''Routing''' section, check the '''Use UTA Role''' checkbox.
3. In the '''Selected User''' lookup, select the [[Role|role]] of '''Employee''', choose '''All Users in This Role''' and click '''OK'''. '''All Users in This Role''' is the only option that can be used in combination with [[UTA]] [[Role]].
4. Click '''Save'''. Click the '''task name''' to review the routing settings.
[[Image:Ark73.png]]
We will not be using [[UTA]] [[Role]] in this example, so '''uncheck''' the [[UTA]] [[Role]] box.
6. Click the '''Selected User Lookup''' and select '''Let current user select target user from this role''' and click '''Save'''. Complete the [[Workflow|workflow]] by creating the connectors to the '''Start''' event and the '''Complete''' event.
[[Image:Ark74.png]]
[[Category:System Management]][[Category:Workflows]][[Category:Applications]]
