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Changes
→Configuration - Advanced
''' '''
=Configuration - Advanced- Creating Tasks=<span style="color: #0000ff;">'''*Best Practice*'''</span> → Create all of your workflow tasks before connecting the tasks. <u>'''Creating Your First Task'''</u> * Navigate to the Task tab found on the left side of your screen. INSERT IMAGE * To create a new task → Click on the plus sign button found on the top left corner of your screen (highlighted in image above). ** We suggest creating an '''Acknowledgment''' as your first task type. ** Name this task '''Placeholder.''' *** This task will not have a function but will indicate that a workflow has started when looking through workflow history/logs on the record that has passed through this process. INSERT IMAGE <u>'''Creating Your Remaining Tasks (2-4)'''</u> * '''Task 2 – Create Payment Record '''** Task Name → Create Payment Record ** Task Type → Create New Activity ** Select the activity type you want to create and the default status the activity should be created in. INSERT IMAGE * Under the scheduling tab → configure the L2 activity to meet your requirements. Not all fields listed in this section need to be configured - it will depend on the activity type. : → Start Date / End Date: Choose the date fields that will determine the start and end date of the activity scheduling period. : → You can set the frequency the activity is scheduled - activities will be created immediately, but the date will take the frequency into account. Note that activities will only be automatically scheduled within the time frame set above. : → Select the field from the grant application that contains the grant amount. This value will then be split equally between all payment activities being scheduled. : → You can also select the field where the amount of each payment will be stored - note that the total amount will be divided equally between all of the activities. : → Select the date field that will determine the scheduled activity date.: : INSERT IMAGE : <span style="color: #008000;">'''Note:'''</span> If you do not see a Scheduling Tab → make sure to toggle on advanced options found near the top right of your screen. <u>''' '''</u>
=Appendix=