Concepts
Contact Lists
Overview
Contact lists are containers for contacts that loosely represent roles or groups of people.
Contact lists can be added, removed, and managed on the stub. The details of the stub contact lists are listed here.
Contact Lists as roles
When you define a contact list, you are defining a role or group of people that can be assigned to a stub. This is useful for defining roles for splitting up responsiblity on a process.
There are 3 main types of contact lists:
- Individual Role: This is a contact list that is set to have a maximum of 1 member. This is useful for roles that can only be assigned to one person.
- Team Role: This is a contact list that is set to only allow group contacts (Contacts that represent a group like a department). This is useful for roles that can be assigned to a team of people.
- Group Role: This is a contact list that is set to allow both individual and group contacts with no limits. This is useful to add contacts that need to be kept in the loop but are not directly responsible for the process.
The responsibility pointer is used to set responsiblity to a contact list.
The assign_to pointer can only be set to a contact list that is set as an Individual Role (max_members 1) list.
The in_the_pool_of pointer can only be set to a contact list that is set as a Team Role (contact_type_filter group) list.