121
edits
Changes
→Connectors
==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.
: 1. Click the New button on the first row of your workflow tasks.
[[File:Create-new-connector.png|thumb|none|800px|Create a new connector]]
: 2. You can leave the Name and Trigger Type as the default for your starting connector.
: 3. For the Connect To option - select the task you want the workflow to start with - in this case it will be the Placeholder task.
: 2. Once you have clicked New - Name the connector based on the condition. In this case we want applications that already have a value in the Approved Date Field to jump tasks 2-5 and go directly to task 6 (Update Date Approved).
:::* The name for this connector should indicate the condition - in this case we will be naming it Date Approved Not Blank.
: 3. The connect to option in this case would need to be '''Updated Date Approved.'''
[[File:Branching-connector-one-config.png|thumb|none|800px|Branching connector configuration]]
: 4. Navigate to the '''Routing Conditions tab''' in your connector settings - this is where you can specify which applications will skip certain workflow tasks.
: 5. You can filter by Type, Status, or custom condition. In this case we want to filter by custom condition - Condition: Approved Date Field is Not Blank.
: 8. Now the placeholder task has two connectors with one routing applications with an existing Approved Date to the Update Approved Date task and the other routing applications with no Approved Date to the Create Payment Record task.
[[File:Branching-connector-summary-photo.png|thumb|none|800px|Branching Connectors]]
===Building the Remaining Connectors===
You will need to create connectors for the remaining tasks. This can be done by clicking the New button for each task.