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Creating a workflow with scheduled reminders

151 bytes added, 19:29, 13 May 2022
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* '''Task 1: Initial Delay'''<br />
** The first task is named Initial Delay since it has no function but will indicate that a workflow has started when looking through workflow histories and logs. It is a branching task without any additional function.
 
* '''Task 2: 6 Week Reminder to Staff'''
: Create the '''Message template''' which would include the '''Message Type''', '''Email Template''', '''From Address''', any other '''Cc Address(es)''', '''Message Format''', '''Message Subject''', and the '''Body''' of the message. You can use variables to populate content relevant to the triggering record, such as a name or grant id.
:  
* '''Task 3: 4 Week Reminder to Grantee'''
: '''Role''' → Add the role that should receive this reminder email - Owner
: Create the '''Message template'''
:  
* '''Task 4: 1 Week Reminder'''
:      This next task will be used to send out a second email reminder to the Grantee about the same upcoming report that is to be filled out.
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