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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Learn how to use a workflow to push data from a field in one record to a field on a different record
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!
It's very rare that NRDS changes fields or requirements, but it's happening soon for the Primary Field of Business
See how to automate the creation of MLS and Key memberships when a new Realtor applies.
(Or field) Attributes are characteristics of an entity. For example, the field “First Name” on the Contact entity is an attribute...There are different types of attributes so that you are not always entering text into fields
Membership Application Fees are used to define 3 important parts of the membership application process. The Product field on the fee defines the cost of applying for the selected membership. The Dues Option field on the fee defines the cost of first year dues to applicants for the selected membership. Finally, the fields in the Membership Expiration Settings section define how the expiration date of the membership will be automatically set
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 quick search can be customized by your organization's administrator to cover additional fields when you search, as well as display additional fields in the search results
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