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Common Workflow Tasks for Awarded / Approved Status

29 bytes added, 17:32, 20 May 2022
Task 3 - Send Approved Receipt
====Task 3 - Send Approved Receipt====
#'''Task Name: '''Send Approved Receipt  #'''Task Type''' : Acknowledgement  ::In this case, you will be using the acknowledgment task to send an email to the applicant. You can specify who the email will be sent to under the Routing section. Select Owner if you want the email to be sent to the applicant. 
[[File:Task-routing.png|thumb|none|800px|Routing a Task]]
# You can configure the email content by navigating to the '''Message Template tab'''. 
[[File:Message-Template-Tab.png|thumb|none|800px|Message Tab]]
# Here you can specify: :::* Message type (instant message or email).:::* Email template (can create from scratch or choose an existing template).:::* Add a subject to the email template.:::* We always suggest saving your email as an event. This will store the email as an event on the user profile.# You can use also add attachments to the Variable Syntax helper (found in the configuration mode shortcuts list) to test your email template against here.:::* To do so you will need to reference a recordcustom field where a document is stored. Copy The format used to reference the email template and paste it into the helperfield is '''@#Custom Field ID#@''':::* You can attach multiple documents. This They will allow you need to confirm that you are populating the correct information in your email templatebe delimited by semicolons
* We always suggest saving # You can use the Variable Syntax helper (found in the configuration mode shortcuts list) to test your email as an event. This will store the email as an event on the user profiletemplate against a record.:::* You can also add attachments to Copy the email template hereand paste it into the helper.* To do so This will allow you will need to reference a custom field where a document is stored. The format used to reference confirm that you are populating the field is '''@#Custom Field ID#@'''* You can attach multiple documents. They will need to be delimited by semicolonscorrect information in your email template
[[File:Creating Approves Status Workflow - Attaching Files to Email.png|thumb|none|800px|Attach a file to an email]]
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