What is a Workflow?

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 is set, and a follow up task is triggered for the pastoral care team to visit the spouse on the 1st anniversary. More examples of Workflows here.

A workflow consists of:

  1. A title and description. Click here to learn how to add a workflow.
  2. One or more triggers to activate the workflow. Click here to learn more about Triggers.
  3. Steps to progress the workflow. Click here to learn more about 'workflow steps'.

Note: In order to have access to workflows you first need to be given permission in your role. Permission is set up in Administration/Roles. Click here for more information.