Smartstaff, administrator
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Using the "Variable processed recipients" feature of Workflow Tasks, you can direct a Notes Workflow to the contacts on the record to which the note is attached, using the @parent.owner.userid@ or @parent.[#(?object=contact)~userid~,#]@ syntaxes.
3. Third click returns to the default sort order.
==Workflow Requests==
Workflow Requests are generated by Request for Approval / Request for Comment workflow tasks.
The request will be listed under the '''Requests to me''' link.
1. Click the '''Communications''', Workflow Requests link.
The [[Workflow|workflow]] task is displayed.
2. Click the '''Task type''', '''File''' link.
The [[Workflow|workflow]] step is displayed.
[[Image:Ark66.png]]
The following fields are displayed in the request:
* '''Task Name''' – The name of the [[Workflow|workflow]] task.
* '''Created Date''' – The date the task was triggered.
* '''Task Description''' – The description of the task’s purpose.
* '''Action''' – The '''Routing Options''' for the request. These options are only visible for '''Requests For Approval'''.
* '''Comments''' – This box is always visible but can only be used with '''Request For Comments'''.
* '''Object Area''' – The bottom portion of the request screen where the attached object is displayed.
3. Select '''Approve''' to approve the file and click the '''Submit''' button.
The '''Approve''' option requires us to select a [[User|user]] to send the approval message to so the '''Select User''' list is displayed.
[[Image:Ark67.png]]
4. Select the [[User|user]] to receive the approval message and click the '''Submit''' button.
The step is complete and the [[Workflow|workflow]] is also complete. The '''workflow complete''' message is displayed.
[[Image:Ark68.png]]
5. Click the '''Communications''', '''Workflow Requests''' button.
The [[Workflow|workflow]] is removed from the '''Request to Me''' window.
[[Image:Ark69.png]]
6. Trigger the [[Workflow|workflow]] again and try the '''Reject''' and '''Review''' options.
