How To Configure Task Review Automations for Amendments

Prerequisite: Amendments must be selected under Object(s) in the Workflow Details tab.

1. Navigate to Administration > System Administration > Workflow.
2. Click on a Workflow name.
3. Click the Actions tab in the Task bar. 
4. Under Automations, select Task – Review from the Creates dropdown. An Objects dropdown box will appear to the right.
5. In the Objects dropdown, Select Amendments as the record type.
6. Click the (Add icon) next to the object dropdown to open Manage Task Review Details.
7. Configure these fields:  
   1. Instructions: Enter guidance for reviewers. (No character limit.)
   2. Checklist: Add up to 15 yes/no items to guide evaluation. (Optional.)
   3. Due Date: Set a deadline, e.g., 10 days after task creation. (Optional.)
   4. Upload File(s): Attach reference files. (Optional.)
   5. Documents: Link document records for context. (Optional.)
8. In the Routing section, configure approval and rejection paths: 
   1. Click Approve routes to and select an Action or Workflow.
   2. Click Reject routes to and select an Action or Workflow.
9. Click Create.

Note: Task Review and Status Change automations cannot be configured on the same workflow action.

Note: When Task Review automation is active, the standard Routes To dropdown is hidden. Use Approve routes to and Reject routes to instead.