Workflow Jobs

• Overview
• Adding a New Workflow Job
  • Email Notification
  • Email Notification w/Report
• Editing a Workflow Job
• Deleting a Workflow Job
• Undeleting a Workflow Job

Overview

Your system comes with a few Workflow Jobs that you can edit or you can create new ones to fit your company's needs. Workflow Jobs are created and then applied to the Inflow/Outflow field within the workflow action popup. When a workflow action is executed, it will trigger any associated Workflow Jobs. For example, you might want a "completed" email to send when a Task has been completed.

Adding a New Workflow Job

There are a couple of types of Workflow Jobs that can be created.

Email Notification

This Workflow Job type will send a simple email.

1. On the  Projects menu, select Workflow Jobs.
2. Select the  Add New Workflow Job icon in the bottom left corner.
3. Choose Email Notification.
4. Enter the applicable information.
   • Name: The name of the workflow job.
   • From Address: The email address of where the email is coming from. Enter the special code "USER" if you would like the field to auto-fill based on who is sending the email. 
   • Send To: The email address of the person(s) who you would like to always receive this email. Enter the special code "AUTO" to auto-populate the Person Responsible/Task Manager.
   • Bcc: The email address of the person(s) who will be blind copied when this email is sent.
   • Subject: The subject of the email.
   • Message: The message/body of the email. You can enter two brackets "[[" to launch the field type list. Field Types will populate information pertaining to the element of where the email is being sent from.

Email Notification w/Report

This Workflow Job will send an email along with an attached document.

1. On the  Projects menu, select Workflow Jobs.
2. Select the  Add New Workflow Job icon in the bottom left corner.
3. Choose Email Financial Document/Email Notification w/Report.
4. Enter the applicable information.
   • Name: The name of the workflow job.
   • From Address: The email address of where the email is coming from. Enter the special code "USER" if you would like the field to auto-fill based on who is sending the email. 
   • Send To: The email address of the person(s) who you would like to always receive this email. Enter the special code "AUTO" to auto-populate the Person Responsible/Task Manager.
   • Subject: The subject of the email.
   • Message: The message/body of the email. You can enter two brackets "[[" to launch the field type list. Field Types will populate information pertaining to the element of where the email is being sent from.
   • Report: The report option that will be included as an attached document.

Editing a Workflow Job

1. On the  Projects menu, select Workflow Jobs.
2. Double-click the Workflow Job to open.
3. Edit the applicable information.
4. Click OK.

Deleting a Workflow Job

1. On the  Projects menu, select Workflow Jobs.
2. Select the checkbox of the jobs you want to delete.
3. Click the  Delete Selected Workflow Job(s) icon located in the bottom left corner.

Undeleting a Workflow Job

1. On the  Projects menu, select Workflow Jobs.
2. Check the "Show Deleted Only" option located at the bottom left of the tab.
3. Select the checkbox of the jobs you want to undelete.
4. Click the  Undelete Selected Workflow Job(s) icon located at the bottom left of the tab.