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→Configuration - Advanced - Creating Tasks
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=Configuration - Advanced - Creating Tasks=
<span style="color: #0000ff;">'''*Best Practice*'''</span> → Create all of your workflow tasks before connecting the tasks.
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<span style="color: #008000;">'''Note:'''</span> If you do not see a Scheduling Tab → make sure to toggle on advanced options found near the top right of your screen.
'''Task 3 - Send Approved Receipt '''
* 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.
: → Add a subject to the email template.
: → You can use the Variable Syntax helper (found in the configuration mode shortcuts) to test your email template against a record. Copy the email template and paste it into the helper. This will allow you to confirm that you are populating the correct information in your 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 attach multiple documents. They will need to be delimited by semicolons.
: → Saving the email as an event will create an Email activity on the Application record - this makes it easier to track communications between your organization and the applicant.
* Select Progress Report from the activity drop-down and specify the configuration for the new activity under the Scheduling tab (visual example shown in Task 2).
* Select the Final Report from the activity drop-down.
* In this case you only want to generate a single Final Report, so you will not need to configure any fields under the scheduling tab.
* Task Type → Create New Activity
* In this case you only want to generate a single Contract, so you will not need to configure any fields under the scheduling tab.
: → You can also generate a contract through the '''Generate PDF task''' - but you will not be able to alter the document once the PDF is created. By creating a contract activity, you are able to make adjustments to the contract's content.
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=Configuration - Creating Connectors=