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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:
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
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.
See here for information on how to create dynamic links in email messages generated from workflow