Activity Workflow Builder Screen

Click here to return to the Activity Workflow Builder main topic page.

Activity Name	Indicates the activity that "kicks off" the workflow. In other words, when the activity selected here is performed, the system will suggest that the next activity to perform is the activity listed in the Next Activity Name field. Select it by first double-clicking on the category wherein the activity resides and then clicking on the actual activity. NOTE: If you are adding a workflow, this is a REQUIRED field. If you are editing a workflow, this field is inaccessible.

How Performed Explanation Result	The How Performed, Explanation, and Result fields may or may not become active (based on whether each field is applicable to the activity selected in the Activity Name field). This allows you to set up different workflows based on the values in these fields. For example, you could program StaffSuite to suggest another sales call if you had to leave a message, but something totally different if you were able to reach the person. Use to select a value from the drop lists. The values in the drop lists filter based on the activity selected. Whether you are adding or editing a workflow, each active field is REQUIRED.

Red Flag	The Red Flag checkbox is reserved for future development and is not currently used by the StaffSuite software.

Next Activity to Perform	This section allows you to determine the activity that StaffSuite will suggest as the next activity to perform and the date on which it will suggest the activity be performed. In the Next Activity Name field, use to select the activity you would like StaffSuite to suggest as the next activity to perform IF the "kick off" activity (the activity selected in the Activity Name navigator) is performed and all How Performed, Explanation, and/or Result values match those entered. This is a REQUIRED field. StaffSuite gives you the option of setting the next activity to occur in a specific number of days or based on a date elsewhere in the system: If you want the next activity to occur a specific number of days after the previous activity, click the radio button for the Days Before Next Activity field. This activates the text box. Enter the number of days after the first activity that the next activity is to appear on a task list. If you want the next activity to occur based on a date elsewhere in the system (for example, closing an assignment based on the end date of the assignment), click the radio button for the Next Activity Date Field field. This activates the drop-down box. Use to select the date field you want to use to activate the activity. If you do not want the system to default a date, click the radio button next to the None field.

OK/Apply/Cancel	Click OK to save your new workflow or your edits and close the window. Click Apply to save your new workflow but leave the window open, allowing you to add more workflows. Click Cancel to close the window WITHOUT saving your new workflow or your edits.