Automated workflows - agileChilli
agileBase has a number of workflow features built in that get a lot of use. they work with any app you build using the platform and cover things like auto-setting field values on creation, sending notifications, moving data between views etc.
agileBot can be set up to follow rules for creating new records, editing values in existing records or taking other actions. The rules can be simple or complex, in fact anything that can be represented by a standard view, which makes it really powerful.
This can be used in conjunction with other workflow features such as the ability to send email notifications or generate documents, and many steps can be chained together. Many business processes can therefore be fully automated.
- If the system stores recipes, whenever an allergen is changed, a product spec. doc can be generated and emailed to significant customers
- Automatic invoicing – whenever billable events are added to the system, invoices can be generated and emailed to customers or to your account packages
- Automated todo’s – when a lead hasn’t had any activity in 2 weeks, add a todo to the relevant salesperson’s diary to follow up, syncing to their Google calendar
Creating a rule
Here are the basics.
1) A rule is represented by a view. First create the view to represent the rule. The rule can prompt many actions:
- create a new record
- edit an existing record
- remove a record
- lock a record so it can’t be edited by users in future
- push data to a third party system (using the API)
- generate a document
- send an email
2) Any records which become visible in your rule view will trigger the action selected. So add filters (on a calculation if necessary) to select only the records you wish to trigger the action.
3) If creating or editing a record, the fields in the view will populate the new or existing record. Any fields in the view with the same name as a field in the table will populate that field with it’s data. The view field can be a calculation as well as a standard field.
4) Once the view’s created, go to manage -> workflow
Fill in the options. For ‘Recording the time of the last action’, select a date field in the table the view’s based on. This date will be updated every time the workflow runs. If there’s no relevant date field existing, add one to the table.