0 Facilities Requests Shared by Carrie White, Cornerstone Church one year ago 14.0 Operations Intermediate We've been using the out-of-the-box workflow for facilities requests for years, but wanted to have more flexibility and control. I wanted to use the functionality of connections but needed a different interface. 1) Workflow that creates the connection. 2) Data view / report / report data block to create a dashboard for facilities team3) Workflow for each quick action on dashboard (deny, reactivate, convert to project (simply create Asana task) & complete (no longer used by our team but I included the workflow)}4) Workflow for facilities team to edit connection or add activity (selecting edit or task name hyperlink from dashboard)5) Workflow for staff to add notes aka connection request activities or cancel their request/connection Here's all the setup:1) Create Connection Type "Facilities Requests"note the type id (hint: in the url). You'll reference this when you create the data view below in step #4add the activities that you want notes added foradd the statuses2) Create a Connection Opportunity for that type, which I called Facility RequestsAdd Connection Request attributes:Title - field type Text (all others unless noted)Date Needed - field type DateRecurring Frequency - single select 1^Annually,2^Quarterly,3^Monthly,4^Semi-Monthly,5^WeeklyRequester - personRequest Details - memoCampus - we didn't want to use our true campuses so this is a single select LocationDepartment Budget - single selectPhoto & Photo2 - imageConnect Date - dateStatus - single select 1^Assigned,2^Awaiting Approval,3^Canceled by Requester,4^Complete,5^Denied,6^Needs Clarification,7^New,8^Parts on Order,9^ProjectUrgent - booleanAssigned To - personGL1, GL2-4, GL5-9 & GL10-12Future Follow Up Date - DatePriority - single select 1^High,2^Medium,3^Low3) Create data view of Connection Requests with the type id = that noted in setup step #1Note some conditions are included solely so they can be filtered on later.4) Create pages that launch each workflow5) Create report of that data view, including the fields that you want displayed on the dashboard. You'll add a little lava for the quick actions on the dashboard. Here's the one we have for Edit:6) Create page with a report data block, linking the report and selecting the filters you want displayed. Download File