Automation | One Church Software Help Center

Getting Started

Training Video for the Automation Module

Provides a training video for software users to learn the automation module within One Church Software.

Written by Jorge
Updated over a week ago

Introduction

Introduces you to what you can do with workflows, processes, tasks, and triggers.

Written by Jorge
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Workflows

How do I add a workflow?

Describes how to add a workflow

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Updated over a week ago

How do I edit a workflow?

Describes how to edit a workflow including enabling and disabling.

Written by Jorge
Updated over a week ago

How do I enable a workflow?

Describes how to enable a workflow and all processes within it.

Written by Jorge
Updated over a week ago

How do I delete a workflow?

Describes how to delete an existing workflow.

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How do I manage workflow admins?

Describes how to add, edit, and delete admins on a workflow.

Written by Jorge
Updated over a week ago

Processes

How do I add processes to a workflow?

Describes the steps to add a process to an existing workflow.

Written by Jorge
Updated over a week ago

How do I set a trigger for a process?

Describes the kind of triggers that can be added to a process and how each one works.

Written by Jorge
Updated over a week ago

How do I edit a process?

Describes how to edit an existing process within a workflow.

Written by Jorge
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How do I delete a process?

Describes how to delete a process within a workflow.

Written by Jorge
Updated over a week ago

How do I manage tasks in a process?

Describes the steps needed to add tasks to a process.

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Updated over a week ago

How do I manage process managers?

Describes how to add, edit and delete managers on a process.

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Updated over a week ago

How do I add a person to a process?

Describes the steps to manually add a person to a process.

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Updated over a week ago

How do I remove a person from a process?

Describes how to remove a person from a process they are in.

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How do I view progress across all workflow processes?

Describes how to view a listing of all people who are currently in a process and their status.

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Tasks

Send Email

Describes what a Send Email task does

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Updated over a week ago

Send SMS

Describes how the Send SMS process tasks works.

Written by Jorge
Updated over a week ago

Wait

Describes how the Wait task is configured and how it works.

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Updated over a week ago

Assignment

Describes what the Assignment task is and how to configure it.

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How do assignment tasks work?

Describes how assignments given through a workflow process task work and how an assignee can complete one.

Written by Jorge
Updated over a week ago

How can I bulk update assignments from an automated workflow?

How to bulk update statuses of assignments within a automation workflow

Written by Jorge
Updated over a week ago

Add To Group

Describes how to set up the Add To Group task.

Written by Jorge
Updated over a week ago

Drop From Group

Describes how the Drop From Group task is configured.

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Add To Process

Describes how the Add To Process task is configured.

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Skip To Done

Descries how the Skip To Done task is configured.

Written by Jorge
Updated over a week ago

Update Person Fields

Describes the Update Person Fields task and how it is configured.

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Branch

Describes the Branch task and how it is configured.

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Updated over a week ago

Promotional Plans

How to create a Promotion Plan

Describes the promotional tool steps to create a Promotion Plan

Written by Jorge
Updated over a week ago

Sample Automations

How do I set up an automated Happy Birthday message?

Sample Automation of how to send a happy birthday email automatically on someone's birthday.

Written by Jorge
Updated over a week ago