1. ON TRANSITIONS
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- Advanced Properties - Checkbox Data Prompt with the PIN request order is 2
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- YouMUST set the transitions that should show the prompt. It will show up for all of them if this field is not set.
- Once you test a Data Prompt,it cannot be deleted. To get rid of it you have to replace the entire step that it’s on.
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- Function: Set Received Date on External Files Where Not Set
- Function: Copy of Record (should not be set without having a Data Prompt on the preceding step). Note that once the workflow has been used to create a COR, you CANNOT delete the prompt
- Function: Activity visibility set this should be set on the first Submit to EGLE for any externally created activity. Unless we intend internal staff to see pre-submitted activities (SWP Grant for example), then set the activity visibility function on the start step.
- Restrict Transition if Tasks Are Incomplete (Stop validation and External Tasks only) – Include only if the workflow added tasks.
- Condition: Must be a Certifier (stop validation) – Make this one the last condition so that it’s at the bottom of the list on the portal overview card. You must make the Data Prompts on the preceding step first.
5. TESTING
- Run through a real-world example as an external user and an internal user (use different browsers so that you can do this with both screens open at the same time.
- Test every transition and step at least once.
- Make sure the language displayed in the external activity overview fits in the standard size view and the user is shown what’s happening and what’s expected of them.
- Check all of the new notifications and check that they display well in the notification bell and in email. Is it listing the Status that you want it to? Note that triggers can be set to 0 days and you can go to Operations>Processes click Run Process and pick Run Workflow Triggers to test if a trigger is working as expected. That process is running at midnight every day. Remember to set the number of days back to what it should be after testing.