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Automation
Automation
Automate manual processes and create triggers which run based on defined business rules.
30 articles in this collection
Written by
Jorge
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
Updated over a week ago
Workflows
How do I add a workflow?
Describes how to add a workflow
Written by
Jorge
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.
Written by
Jorge
Updated over a week ago
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
Updated over a week ago
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.
Written by
Jorge
Updated over a week ago
How do I manage process managers?
Describes how to add, edit and delete managers on a process.
Written by
Jorge
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.
Written by
Jorge
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.
Written by
Jorge
Updated over a week ago
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.
Written by
Jorge
Updated over a week ago
Tasks
Send Email
Describes what a Send Email task does
Written by
Jorge
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.
Written by
Jorge
Updated over a week ago
Assignment
Describes what the Assignment task is and how to configure it.
Written by
Jorge
Updated over a week ago
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.
Written by
Jorge
Updated over a week ago
Add To Process
Describes how the Add To Process task is configured.
Written by
Jorge
Updated over a week ago
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.
Written by
Jorge
Updated over a week ago
Branch
Describes the Branch task and how it is configured.
Written by
Jorge
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