3 Connection Request Add from Profile Workflow Shared by Danielle Vos, Christ the King Church 2 months ago 0.0 General Intermediate We created a simple workflow that allows you to add a Connection Request directly from the Person Profile page. Begin by going to Admin Tools>General Settings>Workflow Configuration. We created a category for "Connections" and then added the workflow to that category. Add the following Details: Name, Description, Work Term and Icon CSS class (we chose fa fa-plug).Add the following Attributes: Person, Connection Opportunity, Connection Status, Campus, Connection Comment and Workflow Activity. Add an Activity called: “Launch from Person Profile Page”. Make it “Active” and “Activated with Workflow”.Add an Action titled: “Set Person” and select the Action Type: “Attribute Set from Entity”. Select the Attribute of “Person”. Set Entity Is Required to “Yes” and Use Id instead of Guid to “No”.Add another Action titled: “Entry”. Select the Action Type: “User Entry Form”, Notification Email: “Workflow Form Notification” and check Include Actions in Email.Scroll down to Form Fields and make each Attribute (except the Workflow Activity Attribute) Visible, Editable and Required. By editing the Command Label field and Button Type you can change the look of the Submit button. Edit the Response Text to change the success message after the Connection Request has been added (We use: “Your Connection Request has been added successfully.”)Add another Activity called “Create Connection Activity”. Select the Action Type of “Connection Request Create”. Select the Person Attribute of “Person”, Connection Opportunity Attribute of “Connection Opportunity”, Connection Status Attribute of “Connection Status”.Select the Campus Attribute of “Campus”, and the Connection Comment Attribute of “Connection Comment”.Create another Action called “Complete Workflow”. Select the Action Type of “Workflow Complete” and the Status of “Completed”. Click Save to save your workflow.Now we need to add the new workflow to the Actions tab on the Person Profile page. Navigate to any Person Profile page and click the Block Configuration button on the Admin Tool bar.Click on Block Properties (the gear icon) on the Bio fly out bar. Click on the Workflow Actions drop down box and select your newly created workflow.Refresh the Profile page and then click on the Actions drop down to view your workflow options.