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Common Workflow Tasks for Awarded / Approved Status

14 bytes removed, 19:51, 17 May 2022
Overview
A [Https://wiki.smartsimple.com/wiki/Workflows 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).
<u>'''Use case'''</u>
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.
<u>'''Example:'''</u>
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.
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