121
edits
Changes
→Configuration - Creating Tasks
=Configuration - Creating Tasks=
<span style="color: #008000;">'''Best Practice''' </span>→ Create all of your workflow tasks before connecting the tasks together.
<u>'''Creating Your First Task'''</u>
: → You can also select the field where the amount of each payment will be stored - note that the total amount will be divided equally between all of the activities.
: → Select the date field that will store the scheduled activity date.
[[File:Scheduling-tab.png|thumb|none|800px|Scheduling Tab]]
: <span style="color: #ff6600;">'''Note:'''</span> If you do not see a Scheduling Tab → make sure to toggle on advanced options, found near the top right of your screen.
'''Task 3 - Send Approved Receipt'''
* Task Name → Send Approved Receipt
: → To do so you will need to reference a custom field where a document is stored. The format used to reference the field is '''@#Custom Field ID#@'''
: → You can attach multiple documents. They will need to be delimited by semicolons.
[[File:Creating Approves Status Workflow - Attaching Files to Email.png|thumb|none|800px|Attach a file to an email]]
* If you want to update the field to the current date - enter the following variable - @date(currentdate)@
[[File:Update-custom-field-task.png|thumb|none|800px|Update Custom Field Task]]