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workflow_segments [2015/09/12 10:39] geelling |
workflow_segments [2017/02/20 16:50] (current) |
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Each option value then has its own set of controls: | 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 | + | * 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 | + | * 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 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 | + | * 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: | 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. | + | * 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 create [[dynamic links]] in email messages generated from workflow | + | See here for information on how to use [[bbcode|email markup tags]] and create [[dynamic links]] in email messages generated from workflow. |