Changes

* Click the <u>New</u> button on the first row of your workflow tasks. 

* You can leave the Name and Trigger Type as the default for your starting connector.

* For the <u>Connect To</u> option - select the task you want the workflow to start with - in this case it will be the Placeholder task.  

: '''→ '''Typically, tasks should be created in the order they will be executed in, but they can be reordered later if need be. 

: → The name for this connector should indicate the condition - in this case we will be naming it Date Approved Not Blank. 

: → The connect to option in this case would need to be <u>Updated Date Approved.</u>

* Navigate to the '''Routing Conditions tab''' in your connector settings - this is where you can specify which applications will skip certain workflow tasks.

* The custom condition to check if the field if not blank is - '''"@Date Approved@"!="'''"

* Now you can create a second connector for the placeholder task that routes the applications with a Blank Approved Date Field to task 2 (Create Payment Record). 

* For the routing condition - The custom condition will be that the Approved Date field is blank. 

* The custom condition to check if the field is blank is '''“@Date Approved@”-””'''

* Now the placeholder task has two connectors with one routing applications with an existing Approved Date to the Update Approved Date task and the other routing applications with no Approved Date to the Create Payment Record task.

* You will need to create connectors for the remaining tasks. This can be done by clicking the New button for each task. 

* Make sure that you connect the current task to the next task you want it to go to. The default is for the connector to connect to Complete - which will end your workflow. 

* Once you have created connectors for all of the tasks - connect the final task to Complete. 

* Once you are done creating connectors your workflow should look like this (below).

==Testing a Workflow==

Now that you have built the workflow, you want to make sure that it functions correctly. You can do so by setting a record to the Approved status and checking the workflow history on the record. We would suggest doing this in your backup system so it does not impact your production environment. 

* Take a test record and move the status to Approved then click submit. 

* Navigate to the Logs drop down near the top left of the screen and select the Workflow History option.

* You will be able to see a list of completed workflow tasks from your workflow here. Make sure the task status is completed for each of your tasks.

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