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→Configuration - Creating Connectors
'''Create a Starting connector Connector to kick-off your workflow. '''
* Click the <u>New</u> button on the first row of your workflow tasks.
: '''→ '''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 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 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 Date 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>
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* Navigate to the '''Routing Conditions tab ''' in your connector settings - this is where you can specify which applicants applications will skip the certain 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.
* Now you can create a second connector for the Placeholder Task placeholder task that routes the applications with a Blank Approved Date Field to task 2 - (Create Payment Record).
* For the routing condition - The custom condition will be that the Approved Date field is blank.
* The custom condition to check if the field is blank is '''“@Date Approved@”-””'''
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* 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.
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* Navigate to the Logs drop down near the top left of the screen and select the Workflow History option.
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||Acknowledgment
||This Task will allow you to send messages to users in SmartSimple.
||Sending an email to an applicant.
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||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.
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||Update Standard Field Value
||This Task will allow you to update the value of one or multiple standard fields.||Update the Application Name field.
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||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.
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