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Workflow configuration

  • How to automatically send an E-mail or SMS via an alert
  • How to automatically send an E-mail or SMS via a workflow action
  • How to change when jobs automatically create
  • Bulk progress jobs
  • Set up automated target dates
  • Add a new stage to an existing workflow
  • Create a new job field
  • Set up a new trigger field
  • Create a new deadline
  • Use the bulk staff allocation tool
  • Create a new route variation
  • Change which route a client uses
  • Cater for steps that can happen at different times / in different orders
  • Add a job field to hold the current job holder
  • Deactivate/delete a workflow system
  • Change the order of stages
  • Remove a stage from a workflow
  • Change job card layout and colour
  • Add a new step (the blue progress buttons) to a workflow
  • Activate the 'Not applicable' tickbox on a date type job field
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Categories

  • Admin
  • User specific configuration options
  • Workflow (Live jobs)
  • Client data
  • Contacts
  • Dashboards
  • E-mail and SMS
  • Excel import
  • Fee info
  • Getting started
  • Glide scheduler
  • Glide time
  • Linked clients
  • Reporting
  • Workflow configuration
  • Positions, job holder and the pool
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