[[Image:WFTask11.png]]
==Connecting Tasks=See Also===* [[Including a Hyperlink to a Level 1 or Level 2 Record in a Workflow Email]]* [[Edit Workflow]]
{{PrevNextStart}} The '''task''' is a steps that must be executed when the workflow is triggered. However, all tasks must first be connected to other tasks or to the '''start''' and '''complete''' before they will be executed. 1. Click on the New option in the row preceding the task you wish to connect. In the example below the preceding task may be the Start option, but it could also be a preceeding Task. [[Creating a Single Step WorkflowImage:WFTask12.png]]{{PrevNextMid}} 2. The New Connector screen launches with number of options. [[Setting Image:WFTask13.png]]* '''Name''': Free text field to enter a descriptive name for the Message connectro* '''Trigger Type ''': drop-down with Default or Expired options * '''Connect To''': drop-down allowing you to select what you want to connect to. All tasks within the workflow will be listed. along side the Start and Complete options. Also, there will be a list of other workflows in the system.* '''Trigger Date''': drop-down allowing user to specify whether the task should be triggered on the day it was called, or based on a date field within the entity (i.e. level one, contact, etc.) that the workflow was triggered from. * '''Delay(s)''': user can specify any delays based on the trigger date. ** If the value 1 was entered here then the task would be triggered one day after the defined Trigger Date. ** If the value -1 was entered here then the task would be triggered one day before the defined Trigger Date. ** If the value 0 was entered here then the task would be triggered on the defined Trigger Date. * '''Business Day Only''': If this is checked then the triggering based on dates and delays will take into account the normal working week, and statutory holidays* '''Holiday Calendar Used''': drop-down list to allow users to select their own calendars. Primarily used when the normal Business Day Only option is insufficient* '''Required Respondents''': If there is an Acknowledgment action required then you can specify how many people must complete this action before the workflow moves on to the next task. * '''Condition''': field to define conditions under which the connector will bypass the proceeding task The field allows the use of variables. 3. Complete as appropriate and click Save sat the bottom of the screen. 4. Now click on the New option in the row for the task you wish to connect and try and connect to a proceeding task, the Complete option or to another workflow entirely. Click Save when finished. 5. Click Save at the bottom of the Edit Workflowscreen once all connectors have been defined. When the page refreshes then the connectors should be displayed. [[Image:WFTask14.png]] {{PrevNextEnd}}
