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Common Workflow Tasks for Awarded / Approved Status

No change in size, 17:58, 20 May 2022
Creating Branching Connectors
====Creating Branching Connectors====
:1. 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. :2. 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).  
:::* The name for this connector should indicate the condition - in this case we will be naming it Date Approved Not Blank.
 :3. 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]]
:4. Navigate to the '''Routing Conditions tab''' in your connector settings - this is where you can specify which applications will skip certain workflow tasks. :5. 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@"!="'''"
[[File:Branching-connector-one-routing.png|thumb|none|800px|Branching connector routing conditions]]
:6. 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]]
:7. 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]]
:8. 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]]
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