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→Create Workflow Connectors
[[Image:workflow2017_6.png|border]]
The available options include: * '''Name ''' - use to enter a descriptive name for the connector * '''Trigger Type ''' - use to select Default or Expired options * '''Connect To ''' - use to select what you want to connect. All tasks within the workflow appear, alongside the Start and Complete options. Also, there will be a list of other workflows in the system. * '''Trigger Date ''' - use to define a trigger date. The connector triggers, when the date matches the selected date.**'''Trigger Date ''' - The date the task is triggers.**'''Start Date ''' - The date in the Start Date field of the record with which the workflow is associated.**'''End Date ''' - The date in the End Date field of the record with which the workflow is associated.**'''Custom Date Field ''' - The date in a selected custom field that stores date values. * '''Delay(s) ''' - user can specify any delays based on the trigger date:
**If the value 1 is entered, and use selects the time frame of Day with no Trigger Time selected, then the task will trigger 24 hours after the defined Trigger Date.
**If the value 1 is entered, and use selects the time frame of Day with no Trigger Time selected, then the task will trigger 24 hours after the defined Trigger Date.
**If the value 1 is entered, and use selects the time frame of Hour, then the task will trigger 1 hour after the defined Trigger Date.
**If the value -1 entered, and use selects the time frame of Day with no Trigger Time selected, then the task will trigger 24 hours before the defined Trigger Date.
* '''Trigger Time ''' – allow relevant when a delay is scheduled with the Day option selected. The drop-downs to allow users to specify what time the task should be trigger. * '''Business Day Only ''' - toggle on to take into account the normal working week, and statutory holidays when determining dates and delays. * '''Holiday Calendar Used ''' - used to select a custom calendar. Holiday calendars can be created and used when you specify which days are Business Days for your community instead of using the predefined Business Days Only option. * '''Required Respondents ''' - use to specify how many people must complete a action before the workflow moves to the next task. * '''Condition'''- use to specify a logical condition that must be met before a connector triggers the next workflow task. Multiple connectors can be set up with mutually exclusive conditions to have branching logic on the workflow.