Changes

=AppendixConfiguration - Creating Connectors===Options 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.    '''Create a Starting connector to kick-off your workflow. ''' * Click the <u>New</u> button on the first row of your workflow tasks.    INSERT IMAGE    * You can leave the Name and Settings==Trigger Type as the default for your starting connector. * For the <u>Connect To<!/u> option -select the task you want the workflow to start with -Explain in this case it will be the Placeholder task.   : '''→ '''Typically, tasks should be created in the order they will be executed in, but they can be reordered later if need be.    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 applicable misc options 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.  '''Create Branching Connectors - this will allow you to specify which applications go to which task based on some pre-set conditions. ''' * 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.  * 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 Approved Date Field.   : → The name for this connector should indicate the condition - in this case we will be naming it Date Approved Not Blank. : → The connect to option in this case would need to be <u>Updated Date Approved.</u>   INSERT IMAGE    * Navigate to the Routing Conditions tab in your connector settings - this is where you can specify which applicants will skip the workflow tasks. * You can filter by Type, Status, or custom condition. In this case we want to filter by custom condition - Condition: Approved Date Field is Not Blank.  * The custom condition to check if the field if not blank is - '''"@Date Approved@"!="'''"  INSERT IMAGE    * Now you can create a second connector for the Placeholder Task that shouldn't routes the applications with a Blank Approved Date Field to task 2 - Create Payment Record.   INSERT IMAGE   * For the routing condition - The custom condition will be explained above herethat the Approved Date field is blank.   * The custom condition to check if the field is blank is “@Date Approved@”-””  INSERT IMAGE   * Now the placeholder task has two connectors with one routing to 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.  INSERT IMAGE    * You will need to create connectors for the remaining tasks.This can be done by clicking the New button for each task.  * Make sure that you connect the current task to the next task you want it to go to.The default is for the connector to connect to Complete -which will end your workflow.   INSERT IMAGE    * Once you have created connectors for all of the tasks ->connect the final task to Complete.   INSERT IMAGE   * Once you are done creating connectors your workflow should look like this (below).  INSERT IMAGE      ===Common Tasks=Testing a Workflow==Now that you have built the workflow, you want to make sure that it functions correctly. You can do so by setting a record to the Approved status and checking the workflow history on the record. We would suggest doing this in your backup system so it does not impact your production environment.    * Take a test record and move the status to Approved then click submit.   INSERT IMAGE    * Navigate to the Logs drop down near the top left of the screen and select the Workflow History option.   INSERT IMAGE   * You will be able to see a list of completed workflow tasks from your workflow here. Make sure the task status is completed for each of your tasks.  INSERT IMAGE