Control
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For
Context: Workflow, Dashboard Widget, Computed field, Report
for - dropdown to select a variable which is processed in each loop
in - any entity list - for example, Members list or Workflow list or List of months
In the example shown, we have put a list of Members of all types accessible to the user; We loop through each member via the TargetMember variable (Member Type) and process it as explained in the image
End
Context: Workflow
This piece ends the currently workflow being run by the user
status dropdown - Use one of the CLOSED statuses defined for the workflow
message - Message to be shown to the user post closure of the workflow
switch to - You can chose to move the user to another pre-defined OPEN workflow after the end of the current workflow; Useful when you have one workflow (parent) calling another (child) workflow. For example, lets say you have Doctors Visit workflow which is parent workflow and Followup workflow which is done 3 months down the line; You can complete Doctors Visit workflow and trigger a Followup workflow whose due date is set for 1 month ahead.
Status
Context: Workflow, Dashboard Widget, Computed field, Report
List of available statuses defined in the Workflow; You can use this to show and compare statuses
Update Status
Context: Workflow
Update status of current workflow or any other workflow stored in a Workflow type variable to one of the defined OPEN statuses
Update Due Date
Context: Workflow
Update due date of the current workflow or any other workflow stored in a Workflow type variable
In the example shown, we move the due date of the current workflow 7 days from today. We use the pieces TODAY (Constant) and Add piece to affect the same
Split
Context: Workflow, Dashboard Widget, Computed field, Report
Split is used to execute pieces based on conditions. Some points to note w.r.t this piece:
Each branch is checked in the order in which it is shown in the flowchart
The first TRUE condition is executed and the subsequent branches are ignored
You can add a catch-all condition by setting TRUE (hexagonal) piece in the last branch; This branch is executed if and only if ALL preceding branches do not execute
You can adjust the number of branches you require by putting the count in the space provided - where 2 is shown in the example
If you reduce the number of branches by 1, the last branch is removed; If you reduce by 1 and increase by 1, the last branch is removed and then restored
Show
Context: Workflow
Show piece shows one entity (Message or Table) per screen. We have shown 3 examples here
Show a simple text message
Show a Date 7 days from today
Show a list of Members with the fields Name, Subtitle and DoB in the form of a Table
Grouped Show
Context: Workflow
Grouped Show piece can show multiple entities on one screen. This must be used within a Group or Section piece.
Show a simple text message
Show a Date 7 days from today
Show a list of Members with the fields Name, Subtitle and DoB in the form of a Table
Switch Workflow
Context: Workflow
Switch to another workflow which was added previously with an Add workflow piece OR stored into a variable of Workflow type.
In the example shown, we add a workflow of type Skills Survey and then switch to that workflow from the current running workflow.
Transfer
Context: Workflow
Transfer piece is used to transfer the current workflow to ANY ONE user in selected roles in the hierarchy of the currently logged in user.
In the example shown:
Your project has 4 roles as shown in the image
You select Education Director and Education SPM as the roles to transfer to, when the workflow reaches this piece
You can also add Previous owners; If you do, User will be also shown ALL users who have previously done any work on the workflow; Possibly, this workflow was initiated by another user and then transferred to current executor of the workflow
User will be shown ALL users in selected roles and User can choose ANY ONE of the users shown and the workflow will be transferred to that User for further execution
Group
Context: Workflow
Group piece is a page/screen defining piece. It is a holder for other Grouped pieces namely Grouped question, Grouped show and Grouped choose pieces. It a way to structure your form page/screen with sections (Section), questions (Grouped question, Grouped choose) and information (Grouped show).
These entities are shown in the order in which they are defined within the group. In the example shown, Question is asked first and then the Grouped show message is shown.
Group for list
Context: Workflow
for - dropdown to select a variable which is processed in each loop
in - entity list
heading - Shows the title when this piece is executed
Please refer to example in For piece above
Section
Context: Workflow
You can partition each form page into sections. Say, you want to break up a profile form into Basic, Income, Family etc. Each of these can be split into each Section with named heading and put related questions into each section
Add Member
Context: Workflow
User can add member during the execution of the workflow.
type - Only members of types accessible to user can be added
location - Member is added to the selected location - here, we have shown a location which is stored in the variable SelectedLocation
store in - Member created by this piece is stored in a variable of Member type - this is to allow us to process the same further, if required. Say, you want to change the Name of the Member or DoB of the Member post creation
Add Group
Context: Workflow
User can add Group during the execution of the workflow.
type - Only Groups of types accessible to user can be added
location - Group is added to the selected location - here, we have shown a location which is stored in the variable SelectedLocation
store in - Group created by this piece is stored in a variable of Group type - this is to allow us to process the same further, if required. Say, you want to change the Name of the Group or Meeting date of the Group post creation
Add Workflow
Context: Workflow
Add workflow piece allows user to create a workflow which is accessible to them. It also stores the workflow into a variable of Workflow type. We can update status, due date and customfields of such a stored workflow
Add Report
Context: Workflow
Add report piece allows user to add a report and update it in the course of workflow execution. Report type needs to be pre-configured by admin/configurator.
Archive
Context: Workflow
Allows user to archive User, Member, Group or Workflow
Set Members in Group
Context: Workflow
You can set members of any group using this piece.
members - drop a Single member or a Members list type of variable
type - select one of the pre-defined member type
group - Group whose members need to be set
Set Location
Context: Workflow
Set location of Member or Group; Location is a location in the Project hierarchy and not a Lat/Long value
Structure
Context: Workflow, Dashboard Widget, Computed field, Report
Gives you access to Hierarchy and Roles of all defined Projects
Static Data
Context: Workflow
Gives you access to Data defined in the Data pages. For example, you can created a structured database of Cities and their PIN/ZIP codes. You can then access the same using Static Data
Get Affiliation
Context: Workflow, Dashboard Widget, Computed field, Report
To be used only in the case of an affiliated (to Member or Group) workflow. It returns the affiliation object on which you can use method pieces to get more information
Restrict Navigation
Context: Workflow
This piece is used to stop the user from going back in the workflow to a previous screen.
Get Current Location
Context: Workflow
When the workflow executes this piece, it implicitly stores the Lat/Long of the User's device into the Location type variable.
Please note that User needs to allow the app to view and use the device's location. This permission is asked for, by the Chrome system, if not already given.
Continue
Context: Workflow
When the workflow executes this piece, it pauses the workflows if the Condition after if is not TRUE. It shoes the message instead.
In the example shown, Workflow is not allowed to proceed if TODAY's date is not equal to Workflow's Due Date or later.
Translate
Context: Workflow
Add the phrase to the Language list of phrases
Format
Context: Workflow, Dashboard Widget, Computed field, Report
In conjunction with a Show or Grouped Show piece, you can format Number and Dates as shown in the example.
format piece returns the formatted value which you can use in other pieces.
Get Entities
Context: Workflow, Dashboard Widget, Computed field, Report
Get entities of different types namely Locations, Users, Members, Groups and Workflows. In the workflow, it executes from the context of user executing the workflow in which this piece is defined.
Get Locations of Level (LEVELNAME) in and under location (Variable of LOCATION type) - Returns list of locations at LEVELNAME in and under Location set in the variable; If LOCATION Variable is empty, it gets the Locations under ALL Locations
Get Users of Role (ROLENAME) - Returns list of Users of ROLENAME in and under Location set in the variable; If LOCATION Variable is empty, it gets the Users of selected Roles under ALL Locations
Get Members of Type (MEMBERTYPE) - Returns list of Members of MEMBERTYPE in and under Location set in the variable; If LOCATION Variable is empty, it gets the Members of selected Types under ALL Locations
Get Groups of Type (GROUPTYPE) - Returns list of Groups of GROUPTYPE in and under Location set in the variable; If LOCATION Variable is empty, it gets the Groups of selected Types under ALL Locations
Get Workflows of Type (WORKFLOWTYPE) - Returns list of Workflows of WORKFLOW_TYPE (Skills Survey, as shown) in and under Location set in the variable; If LOCATION Variable is empty, it gets the Skills Survey Workflows under ALL Locations