Question

Photo of DJ Grick

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Workflow connection status update

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I was asked to create a workflow trigger/workflow which will update someones connection status automatically when they complete the last requirement for partnership (membership). The issue I am running into is that you can't seem up "set person attributes" for connections status (or any of the other attributes found in the "edit person" page). Am I missing something? Does anyone know of another way around this? 

  • Michael Garrison

    Michael Garrison

    Yikes, that's just the next workflow I was going to create- with all of the person attributes being available, I'd never noticed these attributes weren't available. I suppose we could probably run SQL, but it would be much better if these attributes were exposed to our workflows! I'll be watching with you for the answer on this one. Thanks for spotting it.
    Edit: I just had this thought: The workflows CAN set tags- one workaround might be to set a “Needs updating to ‘x’ status” tag on the person, and periodically run a Data View for everyone with that tag, and batch update their status while removing that tag…
    Edit2: ...or not...it looks like we can't run a Data View to filter based on tags. :/

    • Photo of Michael Garrison

      0

      For anyone else coming across this very old thread, it should be noted that this functionality has long since been picked up and added to Rock :)

      Additionally, some Data Integrity options have also more recently been added to Rock, which mean that you don't even need to create this workflow any more- you can just specify a data view that filters a list of people who should be updated to a new connection status and Rock will take care of the rest. See the "Update Connection Status" section at https://www.rockrms.com/Rock/BookContent/9/#dataintegritysettings

    • Photo of Jim Michael

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      I have no idea if this is one of those "we didn't think anyone would want/need that" things, or if those Person Attributes were intentionally left out for security/data integrity reasons. Either way, sounds like it's worth putting in an enhancement request.