Smartstaff
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* The Workflows page is displayed. Click on the plus button to create a new workflow.
* Select the '''Workflow type'''. The type will dictate what options will be available when creating '''tasks''' and where the actions will occur. For this workflow, we’re going to be selecting Tracking Activities. We are selecting Tracking Activities for this workflow because we are looking at level 2 records which in this case are the reports.
: 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.
INSERT IMAGE
: 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.
* '''Task 3: 4 Week Reminder to Grantee'''
: '''Role''' → Add the role that should receive this reminder email - Owner
: Create the '''Message template'''
* '''Task 6: On Due Date Reminder to Grant Staff'''
** The trigger date is set to the date that the report is due in the Application Manager
** 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 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.