Page 72 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

7. Click +Add Filter and fill in the following:
a. Proposal Submitted equals No
8. Select the Event: Date Trigger tab
9. Fill in the following:
a. Trigger when Proposal Due Date
b. is 1 day ago
10. Select the Workflow Summary tab to review the workflow
11. Click Save

Part 3: Make the Workflow active
1. Click the blue Draft label next to newly created Workflow
2. Select Activate from the pop-up menu

Check your understanding

Identify the Resource, Event, and Action for the example Workflow:

Notify OFA when a new Company is created

Refer to Appendix A for answers to the Check Your Understanding questions

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