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Workflows Overview

7 bytes added, 16:38, 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''' 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 selected then 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.
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