Changes

Creating a workflow with scheduled reminders

596 bytes added, 20:03, 16 May 2022

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* 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

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: '''Role''' → Add the role that should receive this reminder email. In this case, it is the '''Grant Staff''' user that has been assigned to record.

: You can Create a '''Default Task Connector''' to the previous task, but it is recommended to create all the tasks first and then create the connectors afterwards. In this case, the connector will need to be modified after it has been created to account for the scheduling.

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: 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'''

: '''Role''' → Add the role that should receive this reminder email - Owner

: Create the '''Message template'''

:

* '''Task 5: On Due Date Reminder to Grantee'''

: '''Role''' → Add the role that should receive this reminder email - Owner

: Create the '''Message template'''

* '''Task 6: On Due Date Reminder to Grant Staff'''

: '''Role''' → Add the role that should receive this reminder email - Grant Staff

: Create the '''Message template'''

:

* '''Task 7: Status to Overdue'''

: '''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.

** The trigger date is set to the date that the report is due in the Application Manager

** There is a delay of -28 days because the email is to be sent out 4 weeks (28 days) before the report is due.

** The trigger date is set to the date that the report is due in the Application Manager

** There is a delay of -7 days because the email is to be sent out 1 week (7 days) before the report is due.

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Bankole Oni

Smartstaff

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Changes

Creating a workflow with scheduled reminders

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