Workflow Tips

Below are some tips to keep in mind when creating new workflows.

  • There are different ways to use workflows to send emails to groups. One approach is to set up an attribute that defines the group, then add an Email Send action type pointed to the attribute. Below is an example of what that would look like.

  1. Field Type - Be sure the Field Type is set to "Group" so you can select the group you need.
  2. Default Value - Use the drop-down to select the group that should receive the email.

  1. Action Type - Select "Email Send" to have the workflow send an email.
  2. Attribute Value (Send To Email Address) - The attribute that was configured above can now be selected from the drop-down menu. This will send an email to the "Children's Volunteers" group, according to the workflow attribute setup.
  • While not required in all cases, it's wise to have your last action set the activity as complete when it's done. If you don't set this, all of the actions will need to be complete before the activity is marked complete. And if you're using action filters, this might not always occur.
  • Don't forget that you can activate a workflow from a workflow. If there's something small that isn't working quite right in your big workflow, consider creating a small helper workflow to get the job done.