Smartstaff
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=Configuration - Essentials=
* Click the Menu Icon and under the System Processes , click the '''Workflows''' link. You can also access this by going into the Global settings -> System
* The Workflows page is displayed. Click on the plus button to create a new workflow.
* Select the '''Workflow type'''. The type will dictate what options will be available when creating '''tasks''' and where the actions will occur. For this workflow, we’re going to be selecting Tracking Activities. We are selecting Tracking Activities for this workflow because we are looking at level 2 records which in this case are the reports.
* Give the workflow a '''Name''', add the workflow to a '''Category''' and add a brief '''Description''' to summarize the tasks within it, including any branching conditions for ease of review later. It is also recommended to keep track of any changes made to the task by adding some notes.
** Suggested naming convention: Activity Level (1/2/3) - Goal/Status/Reminders<br />
*** EX: Grants Manager L1/L2
* Set the '''Trigger on''' to determine what automated tasks are going to be triggered in this workflow.
** Depending on the workflow type, you will be selecting from a list of statuses.
** In our example, the activities will have been created in ‘Scheduled’ status. This is what we will set the trigger to as a result.
* A '''termination trigger''' should be set for any workflow that’s scheduling tasks for the future. This will cancel any pending tasks if it is no longer required. In this example, if the applicant submits their reports ahead of the due date, the report status will change to Submitted, which can be set as a termination trigger on the workflow and prevent unnecessary reminders.
* Click the Save button. The workflow is saved and the Workflow ID is now populated