Workflows

Once you have added a workflow you need to tell infoodle under what circumstances the workflow should start by selecting triggers. Choose a trigger from the following: A person: is added. Shown when on the Add person screen and triggered o...

A workflow is a series of automated actions. For example, when a new person is added to the database, they will automatically be added to the new Contact group and sent a welcome email. Another example could be when a person dies, the date field...

Topics Covered 00:00 Introduction 00:20 Where to find Workflows 00:40 What can Workflows do 01:54 Intro to Workflows - starting to create a workflow 01:56 Title and Description 02:55 Active or non-active workflow 03:40 Triggers...

infoodle is all about making your job easier! Adding a workflow makes sure your data is automatically handled the way you want, enabling speedy processing and tracking of your contacts. How to add a Workflow: Select Administration from t...

After creating a Workflow you may need to edit it. Let me show you how: Select Administration from the Navigation bar/menu. Click on Workflow . Click the Edit button next to the Workflow you want to edit. Make your changes and cli...

If a workflow is no longer needed, it's a simple process to delete it! Here's how: Select Administration from the Navigation bar/menu. Click Workflow . Click the Edit button next to the Workflow you want to delete. ...

Having added a workflow and setup the trigger/s to activate it, you now need to tell infoodle what the steps are to progress the workflow. There are a number of different steps that could be performed; each one can be done in any order and 1 or more...

There are times when you want to run a specific workflow only when a certain condition is true. For this reason, infoodle has Conditional Workflows. These are accessed as a 'step' within the workflow. e.g. First, a workflow is triggered using...

When using Workflows, it may be necessary to review what actions have been triggered for a specific person, or if using the Wait workflow step, you may need to manually stop the Workflow from proceeding further. All of this can be done via the Wor...

Case: Ensure new people are followed up. When a person joins your organisation, you need to ensure they are connected to you. This process will be different for each organisation, however here's an example: you need to send a new person a welcome ...

Overview infoodle Form entries are a special case in regards to Workflows because there is no automatic triggering of a Workflow when a Form Entry is processed and approved. This is the case even if the Form carries out an action that would norma...