[[File:Update-custom-field-task.png|thumb|none|800px|Update Custom Field Task]]
=Configuration - Creating =Connectors==
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. '''
* ===Creating your First Connector===Click the New button on the first row of your workflow tasks.
[[File:Create-new-connector.png|thumb|none|800px|Create a new connector]]
* You can leave the Name and Trigger Type as the default for your starting connector.
* For the Connect To option - select the task you want the workflow to start with - in this case it will be the Placeholder task.
[[File:Start-connector-config.png|thumb|none|800px|Starting connector configuration]]
: '''→ '''Typically, tasks should be created in the order they will be executed in, but they can be reordered later if need be.
===Branching Connectors ===
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.
'''====Create Branching Connectors - Connectors ====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 allow you to specify which applications go to which be creating two connectors for this task based on some pre-set conditions. '''
* Create a new Once you have clicked New - Name the connector for the placeholder task by clicking based on the New button beside Task 1. You will need to create as many connectors as conditionscondition. In this case, you will be creating two connectors for this we want applications that already have a value in the Approved Date Field to jump tasks 2-5 and go directly to task6 (Update Date Approved).
* Once you have clicked New - Name the The name for this connector based on should indicate the condition. In - 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 will be naming it Date Approved)Not Blank.
: → 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>
[[File:Branching-connector-one-config.png|thumb|none|800px|Branching connector configuration]]
* Navigate to the '''Routing Conditions tab''' in your connector settings - this is where you can specify which applications will skip 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.
[[File:Branching-connector-one-routing.png|thumb|none|800px|Branching connector routing conditions]]
* Now you can create a second connector for the placeholder task that routes the applications with a Blank Approved Date Field to task 2 (Create Payment Record).
[[File:Branching-connector-two-config.png|thumb|none|800px|Branching connector configuration]]
* 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@”-””'''
[[File:Branching-connector-two-routing.png|thumb|none|800px|Branching connector routing conditions]]
* Now the placeholder task has two connectors with one routing 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.
[[File:Branching-connector-summary-photo.png|thumb|none|800px|Branching Connectors]]
* 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.
[[File:Regular-connector-config.png|thumb|none|800px|Connector Configuration]]
* Once you have created connectors for all of the tasks - connect the final task to Complete.
[[File:Complete-connector-config.png|thumb|none|800px|Connector Configuration]]
* Once you are done creating connectors your workflow should look like this (below).
[[File:Full-workflow-photo.png|thumb|none|800px|Connector Configuration]]
==Testing a 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 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.
[[File:Approved-status-test-record.png|thumb|none|800px|Testing your workflow]]
* Navigate to the Logs drop down near the top left of the screen and select the Workflow History option.
[[File:Workflow-history-log-location.png|thumb|none|800px|Testing your workflow]]
* 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.
[[File:Workflow-history-log.png|thumb|none|800px|Testing your workflow]]
