Changes

Common Workflow Tasks for Awarded / Approved Status

3 bytes removed, 21:45, 16 May 2022
Configuration - Essentials
* Create a new workflow by clicking the plus button on the workflows home page.
 
[[File:add_new_wflow.png|thumb|none|800px|Add a new workflow]]
** Depending on the workflow type, you will be selecting from a list of statuses or activities.
** For our example, we will be triggering our workflow when a record hits the Approved status.
 
[[File:Creating Approved Status Workflow- Workflow Main Set-up Page.png|thumb|none|800px|Creating Approved Status Workflow - Workflow Main Set-up Page]]
 
<span style="color: #333399;">'''Tip'''</span> → You can build a workflow on your production system first and test it on your backup the following day. Make sure to set the Trigger-On to Deactivate so the workflow won’t run. Once your workflow appears in your backup, you can set the Trigger-On to the correct trigger and test your workflow without worrying about impacting your production environment.
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