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Workflows
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Workflows
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About Workflows
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...
VIDEO: Workflows
Topics Covered What Workflows are used for Tips to start automating your daily tasks
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: Select Administration from t...
Editing a Workflow
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...
Deleting a Workflow
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. Scroll down t...
Workflow Triggers
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...
Workflow Steps
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...
Workflow Timeline
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...
Examples of Workflows
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 ...
Work Queues
A work queue is a list of people that require some manual processing. An example would be a follow up is required once a person has joined your organisation. A person and/or group of people (infoodle group) are specified as owners of a work queue....
Adding People to a Work Queue
Go to the person's Profile page that you are wishing to add to a work queue. Click the Settings cog menu (to the left of their name). Click Add to work queue . This presents a list of all the work queues you are allowed to add people to. ...
Trigger Workflows via Forms
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...
Helpful Workflows
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