Workflow Control

All the details for the workflow control category.

 

Activate Actions

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v1.0

Reset all of the actions on the activity. A bit like the 'Do Over' button.

 

Activate Activity

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v1.0

Starts up a new workflow activity.

 

Activate Activity in Other Workflow

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v6.0

Starts an activity in another workflow

 

Activate Activity in Other Workflow on Match

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v6.0

Activates an activity in all workflows where an attribute matches

 

Activate Workflow

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v6.0

Starts up a new workflow with any attribute values your new workflow needs.

 

Activity Assign from Attribute Value

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v1.0

Assigns the activity based on a workflow attribute.

 

Activity Assign to Group / Activity Assign to Person / Activity Assign to Security Role

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v1.0

Three different actions to assign responsibility for an activity.

 

Activity Complete

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v1.0

Hit the brakes! This activity is done.

 

Attribute Set from Entity

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v1.0

Sets the attribute from the contents of an entity that has been passed into the workflow.

 

Attribute Set from Lava

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v7.0

Sets the attribute as a text file that is generated from a Lava template.

 

Attribute Set from Person

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v1.0

Sets a workflow attribute to a person you select.

 

Attribute Set to Current Person

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v1.0

Sets a workflow attribute to the currently logged in user.

 

Attribute Set to Group Leader

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v4.0

Sets the workflow attribute to the leader of the group you specify.

 

Attribute Set to Initiator

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v1.0

Sets the attribute to the person who initiated the workflow.

 

Background Check Send Request

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v4.0

Starts a background check for the provided person.

 

Benevolence Request Add

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v6.0

Adds a new benevolence request to the system.

 

Benevolence Request Add Document

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v6.0

Adds a document to the provided benevolence request.

 

Benevolence Request Set Attribute

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v6.0

Sets the provided benevolence request attribute to the value provided.

 

Benevolence Result Add

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v7.0

Adds a benevolence result

 

Connection Request Activity Add

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v4.0

Adds a connection activity to the connection request.

 

Connection Request Create

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v5.0

Creates a new connection request.

 

Connection Request Set Connector

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v7.0

Update the connection request connector.

 

Connection Request Set State

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v4.0

Updates the connection request state.

 

Connection Request Set Status

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v4.0

Sets the status of the connection request.

 

Connection Request Transfer

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v4.0

Transfers the provided connection request to a new connection opportunity.

 

Content Channel Item Add

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v8.1

Creates a content channel item for a specified channel.

 

Create Short Link

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v7.0

Creates a short link for a designated page's URL.

 

Delay

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v1.0

STOP... hammer time! Delays successful execution of action until specified value is reached

 

Email Send

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v1.0

Sends an email (with lots of options).

 

Email Send (System Email)

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v1.0

Sends a System Email.

 

Email Send with Events

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v4.0

Sends an email with the ability to react to events like opens and clicks.

 

Entity Attribute Set

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v7.0

Can be used to set any attribute value on any entity.

 

Entity Property Set

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v7.0

Set any value on anything... be careful!

 

Generate Discount Code

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v8.0

Generated a new discount code on a registration template

 

Group Attribute Set

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v6.0

Sets a group attribute

 

Group Get Child Group for Campus

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v7.0

Sets a workflow attribute to a matching child group for the configured parent group that matches the given campus attribute.

 

Group Member Add

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v4.0

Adds a person to a group you select.

 

Group Member Add From Attribute

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v4.0

Adds a person to a group that is provided as an attribute.

 

Group Member Attendance Add

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v4.0

Bueller... Bueller...

 

Group Member Attribute Set

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v4.0

Sets the value of a group member attribute

 

Group Member Note Add

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v5.0

Adds a new note to a group member.

 

Group Member Remove from Group Using Attribute

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v5.0

Removes the person from a group that is provided by a workflow attribute.

 

Group Member Remove from Specified Group

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v5.0

Removes person from the group that is selected.

 

Group Member Select Random

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v3.0

Sets a workflow attribute to a random person in a group.

 

Group Member Set Note Field

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v5.0

Sets the group member's note property.

 

Group Member Set Status

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v4.0

This action updates a person's status in a provided group.

 

Initiator Set from Attribute

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v1.0

Sets the workflow initiator from a workflow attribute.

 

Job Run

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v6.0

Will launch a selected job when executed.

 

Log Error

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v1.0

Because things don't always go as planned.

 

Person Address Update

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v5.0

Allows you to update a person's address based on a provided location.

 

Person Attribute From Fields

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v5.0

Finds or creates a person record based off a provided first name, last name and email.

 

Person Attribute Set

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v4.0

Sets a person attribute of a provided person.

 

Person Follow Add

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v7.0

Sets a person to follow an entity.

 

Person Get head of household

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v7.0

Gets the Head of household of the selected person

 

Person Get Spouse

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v5.0

Returns the person's spouse to a select workflow attribute.

 

Person In Data View

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v7.0

Sets an attribute True or False depending on if the person is in selected Data View.

 

Person Note Add

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v4.0

Add a note to a person's record.

 

Person Phone Update

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v5.0

Updates a person's phone number.

 

Person Property Update

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v5.0

Updates a property (name, email, connection status, etc.) of a person.

 

Person Tag Add

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v4.0

Tag you're it!

 

Person Tag Remove

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v4.0

You're not it anymore...

 

Push Notification Send

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v7.0

Sends a push notification

 

Redirect to Page

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v7.0

Redirects the user to a given URL when the workflow action is complete.

 

Run Lava

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v6.0

This block provides a large Lava editor for writing into an attribute.

 

Set Attribute Value

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v1.0

Sets the attribute to text, a Lava expression or another attribute.

 

SMS Communication Process Response

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v8.0

Injects an inbound message into the two-way SMS system as if it was just received from the SMS provider.

 

SMS Send

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v1.0

Sends a SMS message.

 

SQL Run

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v1.0

Know SQL? Then the world is your oyster.

 

Update Discount Code

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v8.0

Updates an existing discount code on a registration template

 

User Entry Form

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v1.0

Collects information from an individual.

 

Web Request

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v8.0

Need data from another website? Then this action is for you

 

Workflow Add Note

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v4.0

Adds a new note to the workflow.

 

Workflow Complete

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v1.0

Our work here is complete. Or, at least the workflow is.

 

Workflow Delete

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v4.0

Workflow...? What workflow?

 

Workflow Entry Show HTML

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v7.0

Shows HTML in the WorkflowEntry block.

 

Workflow Persist

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v1.0

Save your workflow.

 

Workflow Set Name

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v1.0

Sets the name of the workflow.

 

Workflow Set Status

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v1.0

Sets the status of the workflow.

 

Workflow Set Status (other Workflow)

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v7.0

Sets the status of another workflow.

 

Write to Interactions

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v7.0

Write to Interactions or it didn't happen!

 

Write to Log

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v5.0

Writes a message to Workflow log.