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→Configuring A Workflow
===Configuring A Workflow===
:1. Select '''Workflow Type''': The type will dictate which information/fields will be available when creating tasks - You can select different UTA’s, levels, contacts, organizations etc… as your workflow type.
:2. Name the workflow and add it to a Category
::* Suggested naming convention: UTA, Record Level (1/2/3) - Goal/Status
::* Categories are created by your organization. We suggest creating categories based on the UTA and Record Level.
::: '''EX:''' Submission Manager L1
:3. Add a workflow description (optional). :::* Include a list of tasks and branching conditions for ease of review later.:::* Add notes to your workflow if you make changes to it. :4. Set the '''Trigger-On'''1.:::* The trigger dictates what status or action will initiate the workflow.2.:::* 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]]