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Creating a workflow with scheduled reminders

25 bytes removed, 19:23, 13 May 2022

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* '''Task 1:'''<br />

** The first task is named Initial Delay since it has no function but will indicate that a workflow has started when looking through workflow historys and logs. It is a branching task without any additional function.

 

 

'''The subsequent tasks'''

 

* '''Task 2: 6 Week Reminder to Staff'''

: Create the '''Message template''' which would include the '''Message Type''', '''Email Template''', '''From Address''', any other '''Cc Address(es)''', '''Message Format''', '''Message Subject''', and the '''Body''' of the message. You can use variables to populate content relevant to the triggering record, such as a name or grant id.

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Bankole Oni

Smartstaff

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