workflow_segments
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workflow_segments [2015/02/25 18:39] geelling |
workflow_segments [2017/02/20 16:50] (current) |
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| ==== Workflow segments ==== | ==== Workflow segments ==== | ||
| - | This page needs to be written | + | Where a field is set up as segment type "Admin Input: Workflow column", the workflow controls appear when editing the segment. |
| - | See here for information on how to create [[dynamic links]] in email messages generated from workflow | + | The main workflow controls are: |
| + | * Visible to: which user roles will see this field in the Workflow Manager | ||
| + | * Editable by/when: which user roles can edit the field in the Workflow Manager, and under what conditions | ||
| + | * Colour for: which user roles will see this field in a particular colour under specific circumstances | ||
| + | * Options: what values will users (by user role) see in the drop-down | ||
| + | |||
| + | Each option value then has its own set of controls: | ||
| + | * Visible to: which user roles will see this value in the dropdown, and under what conditions | ||
| + | * Change to: change the value of the field automatically after a specified number of days | ||
| + | * Send email: send an email to the user and/or admin immediately, or after a number of days | ||
| + | * Send SMS: send a text message to the user and/or admin immediately, or after a number of days | ||
| + | * Unassign: remove any user assignment attached to this form immediately when this option is set | ||
| + | |||
| + | Notes: | ||
| + | * When setting "visible to" for option values - selecting NEVER means that the value shows only when already selected - the user will not see this value when another value is currently selected. NEVER is useful for status only set by automated procesess. | ||
| + | * Deleting conditions and options: | ||
| + | - full elements - change the main selection dropdown to "Select..." | ||
| + | - colours - select the top blank row from the colour drop-down | ||
| + | - individual where conditions - select DELETE from the join dropdown (AND/OR) | ||
| + | - options - clear the option name box | ||
| + | |||
| + | See here for information on how to use [[bbcode|email markup tags]] and create [[dynamic links]] in email messages generated from workflow. | ||
workflow_segments.1424885965.txt.gz · Last modified: 2017/02/20 16:49 (external edit)
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