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Creating a workflow with scheduled reminders

954 bytes added, 19:42, 13 May 2022
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      This task is created to change the status of the report to overdue. Note that if additional tasks need to be triggered by the overdue status, an additional workflow will need to be created and triggered.
INSERT IMAGE 
 
: '''Task Name → '''Status to Overdue
: '''Task Type''' → Change Status
: '''Target''' → Current Object (report)
: '''Entity''' → Level One
: '''Change Status To→ '''Application Manager - Overdue
:  
 
=Configuration - Creating task connectors=
Now that you have created all of your workflow tasks, you will need to connect them. This can be done by creating Connectors. Workflows only run tasks if they have been connected together and have applicable conditions.
 
 
* Create a Starting connector to start your workflow. 
** Click the New button on the first row of your workflow tasks. 
** The connector connects the starting point to the Initial Delay
** Leave the '''Name''' and''' Trigger Type''' as the default for your starting connector, or name it appropriately if required.
** For the '''Connect To''' option - select the task you want the workflow to start with - in this case it will be the Initial Delay task.
 
 
=Appendix=
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