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Common Workflow Tasks for Awarded / Approved Status

731 bytes added, 20:27, 11 May 2022
General Settings
==Options and Settings==
<!--Explain all applicable misc options and settings that shouldn't be explained above here...-->
===General SettingsCommon Tasks===
{| class="wikitable"
|-
!|OptionTask Type
!|Description
!|Example
|-
||Acknowledgment
||This Task will allow you to send messages to users in SmartSimple
||Sending an email to an applicant. 
|-
||Update Custom Field Value
||This Task will allow you to update the value of one or multiple custom fields
||Update the Approved Date field on a record to the current date.
|-
||Update Standard Field Value
||This Task will allow you to update the value of one or multiple standard fields
||
|-||Create New Activity||This Task will allow you to generate a new L2 record associated with your L1 record||Generate a Progress Report activity for a grant application.|-||Generate PDF File||This Task will allow you to generate a pdf of a record. ||Generate a pdf of an application after it has been submitted. 
|}
 
===Display Settings===
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