Smartstaff
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: '''Role''' → Add the role that should receive this reminder email. In this case, it is the '''Grant Staff''' user that has been assigned to record.
: You can Create a '''Default Task Connector''' to the previous task, but it is recommended to create all the tasks first and then create the connectors afterwards. In this case, the connector will need to be modified after it has been created to account for the scheduling.
: 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.
[[File:Message template for tasks.png|thumb|none|800px|Message template for tasks]]
This task is created to change the status of the report to overdue. Note that if additional tasks need to be triggered by the overdue status, an additional workflow will need to be created and triggered.
: '''Task Name → '''Status to Overdue
=Configuration - Creating task 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 only run tasks if they have been connected together and have applicable conditions.
* Create a Starting connector to start your workflow.
** Click the New button on the first row of your workflow tasks.
[[File:Create a new task connector.png|thumb|none|800px|Create a new task connector]]
** The connector connects the starting point to the Initial Delay
** Leave the '''Name''' and''' Trigger Type''' as the default for your starting connector, or name it appropriately if required.
** For the '''Connect To''' option - select the task you want the workflow to start with - in this case it will be the Initial Delay task.
After creating the first connector, it should look like this;
You will need to create connectors for the remaining tasks. Make sure that you connect the current task in the workflow. The default option in the connector is Complete - which will end your workflow.
* The next connector connects the initial delay to 6 Week Reminder to Staff.
** You can select a time the email is scheduled to go out, if it is to only account for business days, and whether or not holidays are included.
* The next connector connects 6 Week Reminder to Staff to the 4 Week Reminder to Grantee.
** There is a delay of -28 days because the email is to be sent out 4 weeks (28 days) before the report is due.
* The next connector connects the 4 Week Reminder to Grantee to the 1 Week Reminder to Grantee.
** The trigger date is set to the date that the report is due in the Application Manager
** There is a delay of -7 days because the email is to be sent out 1 week (7 days) before the report is due.
* The next 2 connectors connect 1 Week Reminder to Grantee to the On Due Date reminder to the Grantee, and then the On due date reminder to the Grant Staff respectively.
** The trigger date is set to the date that the report is due.
** There isn’t a delay required since it is supposed to be sent out the day the report is due.
* The next connector connects On due date reminder to the Grant Staff to the Status to Overdue
** There is a delay of 1 day but this time, it is sent 1 day after the due date.
* The last connector connects Status to Overdue to the Complete.
** There is no delay and all other options are left as default.
Once you are done creating connectors your workflow should look similar to this (below)