Getting Started with Workflows

What we'll cover:

• What's a Workflow?
• Definitions
  • Triggers
  • Conditions
  • Actions

• Let's Get Started!

  • Workflow Templates

  • Create Your Own Workflow

What's a Workflow?

Meld Workflows is a way for property managers to easily automate how your Melds work. Workflows are designed to help your team move faster and automate manual tasks that are required during the Meld process.

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Definitions

Workflow Triggers

Every workflow must start with a trigger event. Events fall into one of two categories – time events and change events. Change events are records of activity that have been generated by users or Property Meld. For example, when a resident sends a message a new "Meld Comment Created" event will be generated. 

Workflow Conditions

Conditions are criteria that, taken together, determine which next step in a workflow should be taken. Conditions can also be set on the initial trigger event to further narrow the scope of the workflow. For example, you can add the condition ‘Meld Assigned’ with the operator ‘Before’ to be prompted to enter a date.

Workflow Actions

Actions are instructions to conduct an activity within the application. For example, sending a chat message. Actions can also be workflow-specific. For example, a delay action will pause the execution of the workflow for a specific amount of time. 

NOTE: for instructions on creating chat templates, please refer to Using Chat Templates.

 

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Let's Get Started!

NOTE:  By default, only Admin users will have access to Workflows. If you'd like someone to have access that does not already you can either change their role to Admin using: Change a User's Role or refer to Creating Custom Roles and Setting Permissions for details on how to create a new role.

Workflow Templates

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Create Your Own Workflow

Step 1:

Click Melds and then click Workflows.

Step 2:

Click Create Workflow.

OR

Click Templates and then click Create With Template.

NOTE:  Clicking Templates will display preset workflows that you can further configure as needed. 

Step 3:

Enter the Workflow information into the required fields.

• Workflow Name

• Workflow Trigger

• Condition

  • Operator (see graphic below for a break down of the operators)

    

NOTE: In addition to "AND" conditions, users also have the ability to add "OR" conditions to a workflow. This enables use-cases like "does a meld have 'garbage disposal' for its category OR in its brief description (meld title)."

• Action

  • Send Message From Template

  • Select a Template

NOTE:  Multiple conditions can be added to a single Workflow.

 

Step 4:

Click Create.

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