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Setting

Purpose / Notes

Member Role / Role Status

Only Member Roles matching the specified Roles and Statuses can be selected for this attribute. (The Status option is only presented for those Roles where it is relevant)

Multiple Roles can be selected only if they share the same Grant Role Workflow and Status list.

Note

Changing this setting after data has been collected will trigger the “When designated Member Role becomes ineligible” setting for any existing attributes where the target Member Role does not match the new criteria.

Filter By

By default, users will be able to select any Member Role that matches the specified Role and Status.

In some advanced cases, it is necessary to further restrict the list of selectable Member Roles by some custom logic. This can be implemented by selecting a Custom Database Object (a custom stored procedure) in this field.

See “Filtering Member Role Attribute by a custom procedure” for more details.

Execute an Action when relationship is created/broken

Executes an Action against the selected Member Role’s Grant Role Workflow, when a new Member Role is selected in the Attribute.

See “Triggering Workflow Actions when a Member Role Attribute is modified” for more details

When designated Member Role becomes ineligible

Executes a Data Import Action when the Member Role selected in an existing Attribute loses the required Role and/or Status, thereby becoming ineligible for the designation.

The specified Action is triggered against this Workflow Instance (the one that contains the “Member Role” attribute). This Action can perform notifications, or even clear the designation if desired.

When designated Member Role becomes eligible

Executes a Data Import Action when the Member Role selected in an existing Attribute was previously ineligible for the designation, but regains the required Role and/or Status, thereby becoming eligible again.

The specified Action is triggered against this Workflow Instance (the one that contains the “Member Role” attribute). This Action can perform notifications, or even clear the designation if desired.

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