121
edits
Changes
→Configuring A Workflow
===Configuring A Workflow===
# Item 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.# Item Name the workflow and add it to a Category
: Suggested naming convention: UTA, Record Level (1/2/3) - Goal/Status
:: Categories are created by your organization. We suggest creating categories based on the UTA and Record Level.
::: '''EX:''' Submission Manager L1
[[File:Creating Approved Status Workflow- Workflow Main Set-up Page.png|thumb|none|800px|Creating Approved Status Workflow - Workflow Main Set-up Page]]
<span style="color: #000000;">'''Tip:'''</span> You can build a workflow on your production system first and test it on your backup the following 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 trigger and test your workflow without worrying about impacting your production environment.