How To Add a Workflow Action

For clients with Competitive Award Management or Workflow

Workflow actions are contained in workflow queues. Available workflow actions may vary depending on the workflow object type. For more information about the Workflow module, see the AmpliFund Workflow User Guide.

1. Open Administration>System Administration>Workflow.
2. Click the  (Configure icon) next to a workflow instance name.
   
3. Click the  (Create icon) next to a workflow queue name.
   
   
4. In the pop-up window, add the workflow action Name.
5. Add the Description (optional).
6. Select the Workflow Action Type.
   • Add Attachment: Prompts responsible users to attach a file and mark the workflow action as complete.
   • Award Applicant: Creates an award for an applicant from an opportunity.
   • Complete Task: Sends responsible users a task that they can mark as complete and include comments.
   • Create Related Item: Creates an Opportunity Application Review or Opportunity Application Completed Form item. The Opportunity Application Review item allows responsible users to indicate if they have reviewed the application. The Opportunity Application Completed Form item allows users to score the application.
   • Remove from Workflow: Removes object from workflow instance.
   • Send to Queue: Sends object to destination workflow queue.
7. Select Users attached to the action and click Add (optional).
8. Click Save.