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Common Workflow Tasks for Awarded / Approved Status

2 bytes removed, 21:47, 16 May 2022
Configuration - Creating Connectors
Now that you have created all of your workflow tasks, you will need to connect them. This can be done by creating Connectors. Workflows will only run tasks if they have been connected together and have applicable conditions to the current record. 
<u>'''Create a Starting Connector to kick-off your workflow. '''</u>
 '''Create a Starting Connector to kick-off your workflow. ''' * Click the <u>New</u> button on the first row of your workflow tasks. 
[[File:Create-new-connector.png|thumb|none|800px|Create a new connector]]
: → The name for this connector should indicate the condition - in this case we will be naming it Date Approved Not Blank. 
: → The connect to option in this case would need to be <u>Updated Date Approved.</u>
 
[[File:Branching-connector-one-config.png|thumb|none|800px|Branching connector configuration]]
[[File:Full-workflow-photo.png|thumb|none|800px|Connector Configuration]]
 
==Testing a Workflow==
Now that you have built the workflow, you want to make sure that it functions correctly. You can do so by setting a record to the Approved status and checking the workflow history on the record. We would suggest doing this in your backup system so it does not impact your production environment. 
 
* Take a test record and move the status to Approved then click submit. 
[[File:Workflow-history-log-location.png|thumb|none|800px|Testing your workflow]]
 
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