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Once you are done creating connectors your workflow should look similar to this (below)
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=Testing the Workflow=
Now that you have built the workflow, you want to make sure that it functions correctly. You can do so by setting a test record to the Approved status and checking the workflow history on the workflow. However, this particular workflow has been scheduled to send reports as far as 6 weeks in advance, the initial delay task will be listed, and the status will display as pending while it waits for the trigger date. You would need to go to the workflow history on one of the reports to see the pending email tasks.
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Once the time comes for these emails to get sent out, here is how to check to see if the workflow is performing these tasks.
* Navigate to the Logs drop down near the top left of the screen and select the Workflow History option
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* 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 i.e. the last connector is set to connect to Complete, for the benefit of workflow logs against a record.
* You can also confirm that your email was sent to the applicant by navigating to your Message Queue in the Menu. This can also be accessed by going to the Global Settings -> Communication
** Note: Not all of the options in the menu below will be visible in your menu.
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* You will be able to see the email sitting in the queue and you can open the body of the email by clicking the envelope icon.
