Difference between revisions of "Common Workflow Tasks for Awarded / Approved Status"
Morgan Liik (talk | contribs) (→Configuration - Advanced) |
Morgan Liik (talk | contribs) (→General Settings) |
||
| Line 19: | Line 19: | ||
==Options and Settings== | ==Options and Settings== | ||
<!--Explain all applicable misc options and settings that shouldn't be explained above here...--> | <!--Explain all applicable misc options and settings that shouldn't be explained above here...--> | ||
| − | === | + | ===Common Tasks=== |
{| class="wikitable" | {| class="wikitable" | ||
|- | |- | ||
| − | !| | + | !|Task Type |
!|Description | !|Description | ||
!|Example | !|Example | ||
|- | |- | ||
| + | ||Acknowledgment | ||
| + | ||This Task will allow you to send messages to users in SmartSimple | ||
| + | ||Sending an email to an applicant. | ||
| + | |- | ||
| + | ||Update Custom Field Value | ||
| + | ||This Task will allow you to update the value of one or multiple custom fields | ||
| + | ||Update the Approved Date field on a record to the current date. | ||
| + | |- | ||
| + | ||Update Standard Field Value | ||
| + | ||This Task will allow you to update the value of one or multiple standard fields | ||
|| | || | ||
| − | || | + | |- |
| − | || | + | ||Create New Activity |
| + | ||This Task will allow you to generate a new L2 record associated with your L1 record | ||
| + | ||Generate a Progress Report activity for a grant application. | ||
| + | |- | ||
| + | ||Generate PDF File | ||
| + | ||This Task will allow you to generate a pdf of a record. | ||
| + | ||Generate a pdf of an application after it has been submitted. | ||
|} | |} | ||
| − | |||
===Display Settings=== | ===Display Settings=== | ||
Revision as of 16:27, 11 May 2022
Contents
Overview
A [Overview|Workflow] is a set of repeatable steps used to automate and streamline your business processes within the system (e.g. creating review forms and notifying reviewers via email).
Use case
Once your application hits a specific status, there may be a handful of activities that need to be created or fields that need to be updated in order for the application to move to the next status. By using various workflow tasks, you can have all these tasks completed automatically, simplifying your granting process.
Example:
Once an application is moved to the Approved Status - you want to create a payment activity, a few report activities, send an email to the applicant, and update the Approved Date field.
Some applications may have already been in the Approved Status but were sent back for review or updates. In this case, you don't want applications that have already gone through the Approved Status workflow to repeat the tasks listed above once their status is updated to Approved again. In this case, you will configure the workflow to bypass the create new activity and email tasks and only update the Approved Date field.
Configuration - Essentials
Configuration - Advanced
Appendix
Options and Settings
Common Tasks
| Task Type | Description | Example |
|---|---|---|
| Acknowledgment | This Task will allow you to send messages to users in SmartSimple | Sending an email to an applicant. |
| Update Custom Field Value | This Task will allow you to update the value of one or multiple custom fields | Update the Approved Date field on a record to the current date. |
| Update Standard Field Value | This Task will allow you to update the value of one or multiple standard fields | |
| Create New Activity | This Task will allow you to generate a new L2 record associated with your L1 record | Generate a Progress Report activity for a grant application. |
| Generate PDF File | This Task will allow you to generate a pdf of a record. | Generate a pdf of an application after it has been submitted. |
Display Settings
| Option | Description | Example |
|---|---|---|
