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edits
Changes
→Configuration - Creating Tasks
* Navigate to the '''Task tab''' found on the left side of your screen.
* To create a new task → Click on the plus sign button found on the top left corner of your screen (highlighted in image above).
*** This task will not have a function but will indicate that a workflow has started. You will be able to see this task listed in the workflow history log on a specific record.
<u>'''Creating Your Remaining Tasks (2-4)'''</u>
* Select the activity type you want to create and the default status the activity should be created in.
* Under the '''scheduling tab''' → configure the activity to meet your requirements. Not all fields listed in this section need to be configured - it will depend on the activity type.
: → You can also select the field where the amount of each payment will be stored - note that the total amount will be divided equally between all of the activities.
: → Select the date field that will store the scheduled activity date.
[[File: INSERT IMAGE Scheduling-tab.png|thumb|none|800px|Scheduling Tab]]
: <span style="color: #ff6600;">'''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.
[[File:Task-routing.png|thumb|none|800px|Routing a Task]]
* Here you can specify:
: → To do so you will need to reference a custom field where a document is stored. The format used to reference the field is '''@#Custom Field ID#@'''
: → You can attach multiple documents. They will need to be delimited by semicolons.
'''Task 4 - Create Progress Report '''
=Configuration - Creating Connectors=