User Manual

Where a field is set up as segment type “Admin Input: Workflow column”, the workflow controls appear when editing the segment.

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

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.

See here for information on how to createemail markup codes and dynamic links in email messages generated from workflow