Adding a Workflow

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:

1. Select Administration from the Navigation bar/menu.
2. Click on Workflow.
3. Click on Add workflow.
4. Enter the workflow name. This will be used to identify the workflow elsewhere in the system.
5. Enter a description about the workflow to help identity its function.
6. Select from the dropdown lists what will be the trigger to start this workflow.
7. Choose a trigger type. Click here for more information about Triggers
8. Can the user choose whether to do this? If yes is selected, then the workflow begins after the trigger takes place. If no is selected, the workflow will begin only when the details are saved.
9. Add more triggers if needed.
10. Choose the steps of the workflow from the dropdown list. Click here for more information about Steps
11. Finally, click Save.

And that's it!