Stefan Gauci wrote this on July 10, 2017

The new Fusioo Workflows

Following our latest two updates, the auto increment and notification settings, today we're launching the long awaited Fusioo Workflows.

Workflows

Workflows

App Workflows help you save time by automating manual processes.

For example, you might want to create a Workflow so that whenever a new Project is created, the Workflow will automatically create 5 related Tasks.

Workflows can be split into three parts: Triggers, Conditions and Actions.

  • Triggers. These are the events which will eventually trigger the workflow - e.g. a new record has been created or a new record has been updated.
  • Conditions. These are the required conditions that need to be met for the Workflow to execute - e.g. Automatically add Tasks to a Project when it is set as In Progress. This section is optional.
  • Actions. These are the actions that will be carried out once the Workflow is triggered - e.g. creating a new record or sending a notification.

Using workflows

Note: For a step-by-step guide on using the new Workflows, check out the Workflows documentation.

Planned Improvements

Please bear in mind that the Workflows update is still in beta.

This means that we are actively seeking user feedback to improve, test and implement new functionality.

In future Workflows updates, we'll be adding the following triggers:

  • Time-Based Trigger
  • Record Deleted Trigger
  • Button Click Trigger

We're also working on releasing more robust actions, such as:

  • Sending an Email
  • Updating related Records

We hope you enjoy the new Workflows. We're interested in hearing your feedback. Highly requested features will be added to the already planned updates, let us know in the comments below or via email!