Smartstaff, administrator
4,478
edits
Changes
→Task Type: Create New Activity
* '''Description''' - Detailed description of the task (optional)
* '''Expire After''' - Intended duration of the workflow.
* '''Activity Scheduling Options''' - drop-down with 3 options (Disable, Schedule by Date and Amount, Schedule by Number of Activities) that can be used to create multiple instances of the Activity. Additional options exposed if Schedule by Date and Amount or Schedule by Number of Activities option is selected.
* '''Days Delay''' - Number in days of delay before creation of new activity. If left blank, the new activity will be created immediately.
* '''Create for Users in UTA Role''' - select the UTA Role of the users that the Peer Activity should be created against.
* '''Activity Status''' - Allows you to define the Status for the newly created Level 2 record(s). Note: If that Level 2 Status has a workflow attached to it the workflow will be triggered at the point of creation of the Level 2 record.
* '''Reminder Type''' - You can select whether a Quick Message or reminder email will be sent out to the Owner or contacts attached to the record, or any combination of the above.
* '''Reminder Days''' - Sets delay for reminder message being sent.
===Task Type: Generate PDF File===
