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Common Workflow Tasks for Awarded / Approved Status

16 bytes removed, 17:17, 20 May 2022

→‎Configuring A Workflow

::: '''EX:''' Submission  Manager L1

:

:* # Add a workflow description (optional). ::: Include a list of tasks and branching conditions for ease of review later.::: Add notes to your workflow if you make changes to it.:: ::* # Set the '''Trigger-On''':::: The trigger dictates what status or action will initiate the workflow.:::: 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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