Changes

Common Workflow Tasks for Awarded / Approved Status

14 bytes removed, 20:05, 17 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>

* Click the New button on the first row of your workflow tasks. 

* You can leave the Name and Trigger Type as the default for your starting connector.

* For the <u>Connect To</u> option - select the task you want the workflow to start with - in this case it will be the Placeholder task.  

[[File:Start-connector-config.png|thumb|none|800px|Starting connector configuration]]

• ← Older edit
• Newer edit →

Morgan Liik

121

edits