Changes

Workflows Overview

1,212 bytes added, 16:37, 6 October 2017
Task Type: Create New Activity
* '''Expire After''' - Intended duration of the workflow.
* '''Activity Scheduling Options''' - drop-down with 3 options (Disable, Schedule by Date and Amount, Schedule by Number of Activities) that can be used to create multiple instances of the Activity.
::If '''Schedule by Date and Amount or ''' option is selected then following settings are exposed. :* Start Date: Level 1 field used to set the start date of the activity scheduling period:* End Date: Level 1 field used to set the end date of the activity scheduling period:* Schedule Every: frequency of scheduling:* Total Amount: Level 1 field used for the Total Amount to be distributed. The amount specified will be split evenly between each Level 2. If 'N/A' is selected, the Level 2s will be created without an amount.:* Activity Date: Level 2 field used to set the date to be assigned to each record based on the scheduling options.":* Activity Amount: Level 2 field used to store the calculated amount for each record. If 'N/A' is selected, the Level 2s will be created without an amount.:* Activity Index: Level 2 field used to store the index number of each record. If 'N/A' is selected, the Level 2s will be created without an index number." ::If '''Schedule by Number of Activities ''' option is selectedthen following settings are exposed. :* Number of Activities: Level 1 field used to set the number of activities to be created:* Activity Index: Level 2 field used to store the index number of each record. If 'N/A' is selected, the Level 2s will be created without an index number." 
* '''Days Delay''' - Number in days of delay before creation of new activity. If left blank, the new activity will be created immediately.
* '''Create for Users in UTA Role''' - select the UTA Role of the users that the Peer Activity should be created against.
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