121
edits
Changes
→Connectors
==Connectors==
Now that you have created all of your workflow tasks, you will need to connect them. This can be done by creating Connectors. Workflows will only run tasks if they have been connected together and have applicable conditions to the current record.
===Creating your First Connector===
:1. Click the New button on the first row of your workflow tasks.
[[File:Create-new-connector.png|thumb|none|800px|Create a new connector]]
:2. You can leave the Name and Trigger Type as the default for your starting connector.
:3. For the Connect To option - select the task you want the workflow to start with - in this case it will be the Placeholder task.
[[File:Start-connector-config.png|thumb|none|800px|Starting connector configuration]]
: ::* '''→ '''Typically, tasks should be created in the order they will be executed in, but they can be reordered later if need be. ===Branching Connectors Connectors===
Applications that have already been Approved have gone through this workflow before. To make sure a record that has already gone through this workflow does not go through all of the tasks again, you will need to create '''Branching Connectors.''' Branching connectors have specific conditions that will allow you to direct records to different tasks based on that condition.
For this example, the condition will be whether the Approved Date field is blank or not blank.
====Creating Branching Connectors====
:1. Create a new connector for the placeholder task by clicking the New button beside Task 1. You will need to create as many connectors as conditions. In this case, you will be creating two connectors for this task.
:2. Once you have clicked New - Name the connector based on the condition. In this case we want applications that already have a value in the Approved Date Field to jump tasks 2-5 and go directly to task 6 (Update Date Approved).
:::* The name for this connector should indicate the condition - in this case we will be naming it Date Approved Not Blank.
:3. The connect to option in this case would need to be <u>Updated Date Approved.</u>
[[File:Branching-connector-one-config.png|thumb|none|800px|Branching connector configuration]]
:4. 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@"!="'''"
[[File:Branching-connector-one-routing.png|thumb|none|800px|Branching connector routing conditions]]
:6. 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).
[[File:Branching-connector-two-config.png|thumb|none|800px|Branching connector configuration]]
:7. 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@”-””'''
[[File:Branching-connector-two-routing.png|thumb|none|800px|Branching connector routing conditions]]
:8. 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.
[[File:Branching-connector-summary-photo.png|thumb|none|800px|Branching Connectors]]