Difference between revisions of "Adding a Workflow Task in an Acknowledgment Workflow"

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In this article you will add the step to the [[Workflow|workflow]] and connect that step to the '''start''' and '''complete'''.
 
  
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The '''Task List''' is displayed.
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{{Adding a Workflow Task}}
  
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[[Image:Ark6.png]]
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===See Also===
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Note the '''Start''' and '''Complete''' entries, plus the connector for the start step.
 
  
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1. Click the '''New task''' button.
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* [[Including a Hyperlink to a Level 1 or Level 2 Record in a Workflow Email]]
  
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[[Image:Ark7.png]]
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* [[Edit Workflow]]
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The '''Task''' details are displayed.
 
  
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[[Image:Ark8.jpg]]
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{{PrevNextStart}} [[Creating a Single Step Workflow]]
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Depending on the task type selected, [[Workflow|workflow]] tasks have the following properties:
 
  
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* '''Name''' - Narrative name for the task.
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{{PrevNextMid}} [[Setting the Message Type in an Acknowledgment Workflow]] {{PrevNextEnd}}
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* '''Task Type''' - Acknowledge, process, complete, and move type tasks. See below.
 
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* '''Task Number''' - A system generated number that determines the presentation order of the task in the [[Workflow|workflow]].  This number can be changed to display the step in a different location.
 
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* '''Description''' - Detailed description of the task.
 
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* '''Expire After''' - Intended duration of the [[Workflow|workflow]].
 
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* '''Respondents ''' - The minimum number of respondents that are required to trigger the processing of this step.
 
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* '''Move To''' - Provides the ability to move objects (files, companies or people) to another location at the end of the step.
 
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* '''Activity Properties''' - Days Delay, Activity Type, Activity Status, Reminder Type, Reminder Days
 
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* '''Message Type''' - Type of message – e-mail, instant message, both, or none required with this task.  E-mail and instant messages can be created using variables that will create custom messages specific to instances of the [[Workflow|workflow]].
 
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* '''From Address''' - Email address sent from.
 
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* '''CC Email Address''' - CC recipients address.
 
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* '''Message Subject''' - Narrative subject line of the message.
 
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* '''Message Body''' - Narrative body of the message.
 
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* '''Attach Object''' - Attaches the details of the object to the message.  In the case of a [[SmartSimple]] object, such as a company, person, or [[Application|application]], the textual details of the object will be added.  If the object is a file, then the file will be attached to an e-mail message, but not an instant message.
 
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* '''Attachment File IDs''' - Attach additional default files when triggered from a [[Smart Folder]].
 
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* '''Role''' - Specific [[Role|role]] required to complete this task.  The list of [[User|users]] associated with this [[Role|role]] will be displayed to the initiator, before this task is commenced. 
 
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* '''Selected Users''' - If required, specific [[User|users]] can be selected to complete this task.  This technique restricts the number of [[User|users]] that the initiator can select.
 
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* '''Routing Options''' - Specifies the types of options available to process this [[Workflow|workflow]] step.  In many instances, the default options can be used, such as Approved, Rejected or Revise.  But additional and alternate sets of options can be created to reflect more complex business processes.
 
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* '''Use UTA Role''' - Check this box if you would like to use this role with a [[UTA]] triggered [[Workflow|workflow]].
 
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2. Set the '''Name''' to '''New Contact Alert'''.
 
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3. Set the '''Description''' to '''Send a message to Sales when a new contact is added'''.
 
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==Setting the Task Type==
 
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The '''task type''' determines how the task should be processed.
 
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* '''Acknowledgment''' tasks simply generate a message to appropriate [[User|users]].
 
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* '''Request for Approval''' tasks generate action requirements that need an approval. These will be displayed in the '''Workflow Request''' area.
 
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* '''Request for Comment''' tasks generate comment requirements. These will be displayed in the '''Workflow Request''' area.
 
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* '''Change Status''' tasks changes the status of the object that triggered the [[Workflow|workflow]]. There is no messaging on this task type.
 
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* '''Move Object''' type tasks can be used for files, companies, and people. This task type is used to move files from one [[Smart Folder]] to another or move a company under another company or move people to another company.
 
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* '''Create New Activity''' tasks can be used in [[Sales Tracking]] and [[UTA]] Activities [[Workflow|workflows]] to create new activities.
 
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* '''Pick Action User for Next Task''' type tasks are used to pre-select the [[User|user]] that is responsible for a task that immediately follows this task type. This is necessary for tasks that will trigger at a later date.
 
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* '''Update Custom Field Value''' type tasks are used to update a [[Custom Fields|custom field]] to an entered value. This task type is only available for [[UTA]] [[Workflow|workflows]].
 
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1. Set the '''Task Type''' to '''Acknowledgment'''.
 
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[[Category:System Management]][[Category:Workflows]][[Category:Applications]]
 

Latest revision as of 10:42, 26 June 2014


In this article you will add the step to the workflow and connect that step to the start and complete.

The Task List is displayed.

WorkFTask7.png

Note the Start and Complete entries, plus the connector for the start step.

1. Click the New task button.

WFTask8.png

The Task details are displayed, with a Task Number initially set to 10 and increasing in increments of 10 for each subsequent workflow task.

WorkFTask8.png

The first thing to do is to select the Task Type. The list of available Task Types is controlled by the workflow type.

WorkFTask10.png

The type selected will then control the properties available within the task. The general options available to all Task types include:

  • Name - Narrative name for the task.
  • Task Type - Acknowledge, process, complete, and move type tasks. See below.
  • Task Number - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.
  • Description - Detailed description of the task.
  • Expire After - Intended duration of the workflow.

There are a number of other settings specific to the Task Type selected. These are covered in the individual entries specific to each [[Workflow Task Types|Task Type].


2. Set the Name of the Task as appropriate.

3. Populate the Description field if required.

4. Click Save at the bottom of the page.

5. Click on the Back button to return to the Edit Workflow screen.

6. The Task will be listed but there will be no Connectors, so the task will not be executed if the workflow was triggered.

WorkFTask11.png

Connecting Tasks

The task is a steps that must be executed when the workflow is triggered. However, all tasks must first be connected to other tasks or to the start and complete before they will be executed.

1. Click on the New option in the row preceding the task you wish to connect. In the example below the preceding task may be the Start option, but it could also be a preceeding Task. 

WorkFTask12.png

2. The New Connector screen launches with number of options. 

WFTask13.png
  • Name: Free text field to enter a descriptive name for the connectro
  • Trigger Type: drop-down with Default or Expired options
  • Connect To: drop-down allowing you to select what you want to connect to. All tasks within the workflow will be listed. along side the Start and Complete options. Also, there will be a list of other workflows in the system.
  • Trigger Date: drop-down allowing user to specify whether the task should be triggered on the day it was called, or based on a date field within the entity (i.e. level one, contact, etc.) that the workflow was triggered from.
  • Delay(s): user can specify any delays based on the trigger date.
    • If the value 1 was entered here then the task would be triggered one day after the defined Trigger Date.
    • If the value -1 was entered here then the task would be triggered one day before the defined Trigger Date.
    • If the value 0 was entered here then the task would be triggered on the defined Trigger Date.
  • Business Day Only: If this is checked then the triggering based on dates and delays will take into account the normal working week, and statutory holidays
  • Holiday Calendar Used: drop-down list to allow users to select their own calendars. Primarily used when the normal Business Day Only option is insufficient
  • Required Respondents: If there is an action required then you can specify how many people must complete this action before the workflow moves on to the next task.
  • Condition: field to define conditions under which the connector will bypass the proceeding task The field allows the use of variables.

3. Complete as appropriate and click Save sat the bottom of the screen.

4. Now click on the New option in the row for the task you wish to connect and try and connect to a proceeding task, the Complete option or to another workflow entirely. Click Save when finished.

5. Click Save at the bottom of the Edit Workflow screen once all connectors have been defined. When the page refreshes then the connectors should be displayed. 

WorkFTask14.png

See Also




Previous.png Creating a Single Step Workflow Setting the Message Type in an Acknowledgment Workflow Next.png
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