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Creating a workflow with scheduled reminders

58 bytes removed, 16:10, 19 May 2022

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This article will show you how to set up scheduled notification reminders from [[Workflows - Overview|workflows]].

=Configuration - EssentialsWorkflows=

==Creating a New Workflow==

The following steps outline how to set up a new workflow:

'''Note''': The field names, activity types, and status names referenced in this example are specific to the SmartSimple Grants Demo System. If you are trying to replicate this workflow in your own system, check that you are using the correct field names, activity types and statuses specific to your system. You can build your workflow on your production system first and test it on your backup the next day. Make sure to set the '''Trigger On''' to '''Deactivate''' so the workflow won’t run. Once your workflow appears in your backup, you can set the '''Trigger On''' to the correct status and test your workflow without worrying about impacting your production environment. 

=Configuration - Advanced===Workflow Tasks= Tasks=

We recommend that you create all of your workflow tasks before connecting the tasks. 

: [[File:Creating a New task.png|thumb|none|800px|Creating a New task]]

: 2.  To create a new task, click on the plus button. Again, you would have to give the task a '''Name''', select a '''Task type''', and add a brief '''Description''' of the task. The''' task types''' mainly used in this workflow are either an '''Acknowledgement''' or a '''change in status'''. The options available will vary from task type to task type. 

==Creating the Workflow Tasks==

# Task 1''': Initial Delay'''

==Creating the Workflow Tasks==# Task 1''': Initial Delay'''<br data-attributes="%20/">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.

[[File:Initial Delay task.png|thumb|none|800px|Initial Delay task]]

# :  : 2. Task 2: '''6 Week Reminder to Staff'''    &nbsp; &nbsp; &nbsp; :   The next task will be used to send out the first email reminder to the '''Grant Staff''' about the upcoming report that is to be filled out

[[File:6 week reminder to Grant Staff task.png|thumb|none|800px|6 week reminder to Grant Staff task]]

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Bankole Oni

Smartstaff

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