==== Workflow segments ==== Where a field is set up as segment type "Admin Input: Workflow column", the workflow controls appear when editing the segment. The main workflow controls are: * Visible to: which user roles will see this field in the Workflow Manager * Editable by/when: which user roles can edit the field in the Workflow Manager, and under what conditions * Colour for: which user roles will see this field in a particular colour under specific circumstances * Options: what values will users (by user role) see in the drop-down Each option value then has its own set of controls: * Visible to: which user roles will see this value in the dropdown, and under what conditions * Change to: change the value of the field automatically after a specified number of days * Send email: send an email to the user and/or admin immediately, or after a number of days * Send SMS: send a text message to the user and/or admin immediately, or after a number of days * Unassign: remove any user assignment attached to this form immediately when this option is set Notes: * When setting "visible to" for option values - selecting NEVER means that the value shows only when already selected - the user will not see this value when another value is currently selected. NEVER is useful for status only set by automated procesess. * Deleting conditions and options: - full elements - change the main selection dropdown to "Select..." - colours - select the top blank row from the colour drop-down - individual where conditions - select DELETE from the join dropdown (AND/OR) - options - clear the option name box See here for information on how to use [[bbcode|email markup tags]] and create [[dynamic links]] in email messages generated from workflow.