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→Creating a New Workflow
=Configuration - Essentials=
==Creating a New Workflow==
The following steps outline how to set up a new workflow:
# Click the '''Menu Icon''' and select '''Workflows''' link under System Process. You can also access this by going into the''' Global Settings''' > '''System''' tab > '''Workflows'''. <br /> [[File:Workflow Settings.png|thumb|none|800px|The <strong>Workflows</strong> link located under the <strong>Menu Icon</strong>]]
# On the '''Workflows''' page, click on the plus button to create a new workflow. <br /> [[File:Workflows_Main_Page.png|thumb|none|800px|The plus button allows you to create a new <strong>Workflow</strong>]]
# Select the '''Workflow Type'''. The type will dictate what options will be available when creating T'''asksTasks''' 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. <br />[[File:Create a Report Reminder Workflow - Main setup page.png|thumb|none|800px|Main setup for creating a report reminder]]
# Give the workflow a '''Name''', add the workflow to a '''Category''', and add a brief '''Description''' to summarize the tasks within it, including any branching conditions for ease of review later. It is also recommended to keep track of any changes made to the task by adding some notes. Categories are created by your organization. We suggest creating categories based on the UTA and record level. The following naming convention is recommended to avoid confusion: Activity Level (1/2/3) - Goal/Status/Reminders.
# Set the '''Trigger on''' to determine what automated tasks are going to be triggered in this workflow. This will define when your workflow is triggered. Depending on the '''Workflow Type''', you will be selecting from a list of statuses. In our example, the activities will have been created in the 'Scheduled' status. This is what we will set the trigger to as a result.
