Workflows are used by your system to make an update, or series of updates, within a larger process. There are some workflows already in your system which you should not make edits to. You do have the option of creating your own workflows. These workflows which you can create on your own are flexible and dynamic, but are limited to the extent in what they are capable of doing without code
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You asked for more help creating workflows, and here it is
We're moving our monthly Workflow Corner session to the 2nd Friday of each month!
Learn how to use a workflow to push data from a field in one record to a field on a different record
See how to automate the creation of MLS and Key memberships when a new Realtor applies.
The new version shows how to add a check into your workflow so the reminder will not go to someone who has cancelled their registration
The topics that will rotate each week are: Advanced Find and Reporting Accounting Committees / Elections Workflows Email Templates / Send Direct Mail Portal Alerts / Page Text Word Templates Details about the new training sessions can be found here, as well as any updates or cancellations: https://ramcoams.connectedcommunity.org/events/event-description?
Weekly rotating topics include: Advanced Find and Reporting Accounting Committees / Elections Workflows Email Templates / Send Direct Mail Portal Alerts / Page Text Word Templates Date: Every Wednesday Time: 12 (Noon) Eastern Daylight Time (New York, GMT-04:00) Meeting Number: 924 067 955 Meeting Password: If prompted, enter QKYZyA3c Please click the link below to see more information, or to join the meeting. -- -- -- -- To join the online meeting -- -- -- -- 1
09-16-2020 | 12:00 PM - 01:00 PM ET
105 events in this series
RAMCO
500 New Jersey Avenue, NWWashington, D.C. 20001-2020
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