Ideas

Dynamic Workflow Attributes

Dynamic Workflow Attributes

Workflow

Think through this. You have a workflow entry form with a Campus picker. You want people to be able to pick a Campus, have the server POSTBACK that information, and update a Dropdown list of Groups that are at that location. This would be great for dynamically generating a list of Groups based on Campus or generating a filtered list of Connections from Connection Type, Connection Request Type, and finally Connection.

Ideally, if the POSTBACK could update the Workflow Attribute and then re-render the other Single Select/Multiselects, we could definitely make this work. Currently, we can kind of do this by pulling the value from the URL, but this requires completely rerunning the workflow. Additionally, the Workflow has to be configured to Persist to be able to grab the value, so you have to include an additional step to cleanup the first run of the workflow.

Photo of Tyler Strout Submitted by Tyler Strout, BEMA Information Technologies  ·   ·  Workflow
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  • Brandon Gamache

    We were able to do something similar for one of our Connection Request sign-ups by using a multi-select attribute and using Lava to populate the available values. We used this to display a list of connect group members who would be attending a day of service project--the leader was the one would did the signup and would check off all the group members who would be participating. The signup portion worked well with it properly displaying the correct group members for all who signed up. The only issue we had was on the staff side if we needed to make a change to that request's attribute it would display the group members of the staff person making the edits, instead of the original person's. So using Lava is do-able in multi-select and single-selects but having something dedicated that can handle dynamic values would be nice.

  • Jonathan Anderson

    I was going to post something similar but maybe a comment on this will be enough, since it's related.


    On certain workflow attributes, Group Member, Connection Opportunity, and Group and Role attributes to name a few, you set some criteria/filters to narrow down what's available. It would be nice to be able to set these dynamically in a workflow as well.


    One example is you could make one workflow that you could use across multiple connection opportunities or connection types. Since they might all have different connector groups you could get the proper connector group in the workflow and then set the value for the GroupMember attribute group filter before showing a uef. As it is right now you either need several workflows that all do the same thing but with 1 attribute set differently, or you must share the same connector group across all the connections which isn't ideal.