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8. Click on the Back button to return to the Edit Workflow screen.
[[Image:workflow2017_4.png|1100px|border]]
9. The Task is listed, but without Connectors, the task will not be executed if the workflow is triggered.
6. Go back to the General tab and click Save once all connectors have been defined. When the page refreshes then the connectors should be displayed.
[[Image:workflow2017_7.png|1000px|border]]
2. Click the Edit button on the desired Type The template details are displayed.
[[Image:workflow2017_8.png|border|500px|border]]
You will need to configure an empty task (i.e. an Acknowledgement with no recipients) to manage the branching based on the date, and an empty task to manage the one-day delay so the workflow will loop daily and connect to the task that sends the e-mail on the appropriate day(s).
[[Image:workflow2017_9.png|1000px|border]]
The Workflow Connectors attached to the "Empty Task for Branching" should have the following Conditions:
[[Image:workflow2017_10.png|1000px|border]]
The steps to export a workflow task or set of workflow tasks are as follows:
[[Image:workflow2017_11.png|1000px|border]]
Note that, if multiple tasks are selected, they will be delimited in the XML text block with the <task> tag.
[[Image:workflow2017_12.png|1000px|border]]
[[Image:workflow2017_13.png|600px|border]]
System Administrators use this feature to document and troubleshoot complicated workflow configurations.
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==Workflow Pending Queue==
The last column shows the "Objectid" of the entity against which the workflow was fired.
[[Image:workflow2017_18.png|900px|border]]
==Workflow History==
Enabling the Manager Permission will enable the Workflow History section from the Option drop-down on Level 1, Level 2 and Level 3 records.
[[Image:workflow2017_19.png|border]]
Clicking on the Workflow History tab will display the history of workflows triggered on the entity.
[[Image:workflow2017_20.png|border]]
Once the role is selected, the options will display in the edit company view.
[[Image:workflow2017_21.png|border]]
