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Common Workflow Tasks for Awarded / Approved Status

9 bytes added, 17:34, 20 May 2022

→‎Configuring A Workflow

===Configuring A Workflow===

# 1. Select '''Workflow Type''': The type will dictate which information/fields will be available when creating tasks - You can select different UTA’s, levels, contacts, organizations etc… as your workflow type.# 2. Name the workflow and add it to a Category

::* Suggested naming convention: UTA, Record Level (1/2/3) - Goal/Status

::: '''EX:''' Submission Manager L1 - Approved Status

::

::* Categories are created by your organization. We suggest creating categories based on the UTA and Record Level.

::: '''EX:''' Submission  Manager L1

: # 3. Add a workflow description (optional). :1.:* Include a list of tasks and branching conditions for ease of review later.:2.:* Add notes to your workflow if you make changes to it.# 4. Set the '''Trigger-On''':1.:* The trigger dictates what status or action will initiate the workflow.:2.:* Depending on the workflow type, you will be selecting from a list of statuses or activities.

:::* For our example, we will be triggering our workflow when a record hits the Approved status.

[[File:Creating Approved Status Workflow- Workflow Main Set-up Page.png|thumb|none|800px|Creating Approved Status Workflow - Workflow Main Set-up Page]]

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Morgan Liik

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