TracCloud: TracFlow - Revision history

Redrock at 20:21, 31 March 2026

2026-03-31T20:21:05Z

← Older revision		Revision as of 20:21, 31 March 2026
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	Redrock support will be able to assist you in configuring TracFlows upon request. Once we confirm that an action can be automated, we will provide pricing information prior to putting it in place on your system.<Br><br><br><br><br>		Redrock support will be able to assist you in configuring TracFlows upon request. Once we confirm that an action can be automated, we will provide pricing information prior to putting it in place on your system.<Br><br><br><br><br>

	<div style="float:left; width: 79%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px">		<div style="float:left; width: 76%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px">
	<div style="font-weight: bold; text-align: center">Automation Goal</div>		<div style="font-weight: bold; text-align: center">Automation Goal</div>
	Once you have an idea of an action or event that you want to automate, reach out to Redrock at [https://helpdesk.go-redrock.com/ helpdesk.go-redrock.com] or at [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com] and we'll walk you through the rest. We will work with you to determine the best way to accomplish this.		Once you have an idea of an action or event that you want to automate, reach out to Redrock at [https://helpdesk.go-redrock.com/ helpdesk.go-redrock.com] or at [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com] and we'll walk you through the rest. We will work with you to determine the best way to accomplish this.

Redrock at 23:33, 30 March 2026

2026-03-30T23:33:31Z

← Older revision		Revision as of 23:33, 30 March 2026
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	{{TracCloudModulesTOC}}		{{TracCloudModulesTOC}}
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Redrock at 16:51, 12 January 2026

2026-01-12T16:51:31Z

← Older revision		Revision as of 16:51, 12 January 2026
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	TracFlows are particularly valuable for campuses focused on supporting students and preventing them from falling through the cracks. By automating routine procedures and follow-ups, campuses can ensure that no student is overlooked and that timely interventions are made when necessary.		TracFlows are particularly valuable for campuses focused on supporting students and preventing them from falling through the cracks. By automating routine procedures and follow-ups, campuses can ensure that no student is overlooked and that timely interventions are made when necessary.

	Redrock support will be able to assist you in configuring TracFlows upon request. Once we confirm that an action can be automated, we will provide pricing information prior to putting it in place on your system.<Br><br>		Redrock support will be able to assist you in configuring TracFlows upon request. Once we confirm that an action can be automated, we will provide pricing information prior to putting it in place on your system.<Br><br><br><br><br>

	<div style="float:left; width: 79%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px">		<div style="float:left; width: 79%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px">

Redrock at 19:47, 2 September 2025

2025-09-02T19:47:35Z

← Older revision		Revision as of 19:47, 2 September 2025
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	<div style="font-weight: bold; text-align: center">Run a Favorite Report</div>		<div style="font-weight: bold; text-align: center">Run a Favorite Report</div>
	[[File:3881667.png]]		[[File:3881667.png]]
			</div>

			<div
			style="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
			<div style="font-weight: bold; text-align: center">Create a [[TracCloud:_Peer_Mentoring\|Mentorship]]</div>
			[[File:4015832.png]]
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Redrock at 16:47, 29 July 2025

2025-07-29T16:47:18Z

← Older revision		Revision as of 16:47, 29 July 2025
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	{{TracCloudModulesTOC}}		{{TracCloudModulesTOC}}
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	<div ~~style~~="~~text-align: center~~">~~<big><b>~~		<div class="pageTitle">TracFlow</div>
	==TracFlow==
	~~</big></b>~~</div>

	TracFlows enable you to automate a wide range of actions within TracCloud, functioning as a graphical programming language specifically designed for TracCloud. TracFlow automations can be used to dynamically configure TracCloud to execute a series of actions that replicate processes at your campus. These actions can be scheduled events or triggered by specific actions within the system. When activated, a TracFlow can perform various tasks, including sending emails, modifying records, and creating new referrals or surveys.		TracFlows enable you to automate a wide range of actions within TracCloud, functioning as a graphical programming language specifically designed for TracCloud. TracFlow automations can be used to dynamically configure TracCloud to execute a series of actions that replicate processes at your campus. These actions can be scheduled events or triggered by specific actions within the system. When activated, a TracFlow can perform various tasks, including sending emails, modifying records, and creating new referrals or surveys.

Redrock at 16:04, 29 July 2025

2025-07-29T16:04:32Z

← Older revision		Revision as of 16:04, 29 July 2025
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Redrock at 15:50, 29 July 2025

2025-07-29T15:50:04Z

← Older revision		Revision as of 15:50, 29 July 2025
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	{{TracCloudModulesTOC}}		{{TracCloudModulesTOC}}
	</div>		</div>
	~~'''~~TracFlow~~'''~~<br>		<div style="text-align: center"><big><b>
			==TracFlow==
			</big></b></div>

	TracFlows enable you to automate a wide range of actions within TracCloud, functioning as a graphical programming language specifically designed for TracCloud. TracFlow automations can be used to dynamically configure TracCloud to execute a series of actions that replicate processes at your campus. These actions can be scheduled events or triggered by specific actions within the system. When activated, a TracFlow can perform various tasks, including sending emails, modifying records, and creating new referrals or surveys.		TracFlows enable you to automate a wide range of actions within TracCloud, functioning as a graphical programming language specifically designed for TracCloud. TracFlow automations can be used to dynamically configure TracCloud to execute a series of actions that replicate processes at your campus. These actions can be scheduled events or triggered by specific actions within the system. When activated, a TracFlow can perform various tasks, including sending emails, modifying records, and creating new referrals or surveys.

Redrock at 17:35, 7 May 2025

2025-05-07T17:35:59Z

← Older revision		Revision as of 17:35, 7 May 2025
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	{{#fas:spinner}} <i>Query:</i> Find appointments where the status is "Pending."<br>		{{#fas:spinner}} <i>Query:</i> Find appointments where the status is "Pending."<br>
	{{#fas:circle-check}} <b>Action:</b> Send an email to the consultant with instructions to fill in this data.		{{#fas:circle-check}} <b>Action:</b> Send an email to the consultant with instructions to fill in this data.
			</div>

			<div style="border: 2px solid black; border-radius: 5px; margin: 1%; padding: 2%">
			{{#fas:circle-info}} <b>Goal:</b> Remove students from a watch list at the start of a new semester.<br>
			{{#fas:circle-down}} <b>Trigger:</b> Time Schedule, daily at 3am.<br>
			{{#fas:spinner}} <i>Query:</i> Find students on watch list and find at least 1 term with a start date of today.<br>
			{{#fas:circle-check}} <b>Action:</b> Remove students from watch list.
	</div>		</div>
	</div>		</div>

Redrock at 19:02, 25 April 2025

2025-04-25T19:02:39Z

@@ Line 153: / Line 153: @@
 ==Examples==
-<div class="line"></div>
+<div style="width: 49.9%; float: left;">
 {{#fas:circle-info}} <b>Goal:</b> Remind consultants to enter notes for their visits.<br>
 {{#fas:circle-down}} <b>Trigger:</b> Time Schedule, daily at 3pm.<br>
 {{#fas:spinner}} <i>Query:</i> Find recent visits where visit notes is blank.<br>
 {{#fas:circle-check}} <b>Action:</b> Send an email to the consultant reminding them to enter their notes.<br>
-<div class="line"></div>
+</div>
-{{#fas:circle-info}} <b>Goal:</b>Send students a survey when their referral is resolved.<br>
-{{#fas:circle-down}} <b>Trigger:</b> Data modification, when referral is marked as resolved.<br>
+<div style="border: 2px solid black; border-radius: 5px; margin: 1%; padding: 2%">
 {{#fas:circle-info}} <b>Goal:</b> Wish staff a happy birthday.<br>
 {{#fas:circle-down}} <b>Trigger:</b> Time Schedule, daily at 9am.<br>
 {{#fas:spinner}} <i>Query:</i> Find staff where birthdate (custom field) is today.<br>
-{{#fas:circle-check}} <b>Action:</b> Send an email to the staff using Twig for personalization.<br>
+{{#fas:circle-check}} <b>Action:</b> Send an email to the staff using Twig for personalization.
-<div class="line"></div>
+</div>
 </div>
 [[Category:TracCloud Manual]]

Redrock at 15:18, 9 April 2025

2025-04-09T15:18:45Z

← Older revision		Revision as of 15:18, 9 April 2025
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	'''TracFlow'''<br>		'''TracFlow'''<br>

	TracFlows enable you to automate a wide range of actions within TracCloud, functioning as a programming language specifically designed for TracCloud. TracFlow automations can be used to dynamically configure TracCloud to execute a series of actions that replicate processes at your campus. These actions can be scheduled events or triggered by specific actions within the system. When activated, a TracFlow can perform various tasks, including sending emails, modifying records, and creating new referrals or surveys.		TracFlows enable you to automate a wide range of actions within TracCloud, functioning as a graphical programming language specifically designed for TracCloud. TracFlow automations can be used to dynamically configure TracCloud to execute a series of actions that replicate processes at your campus. These actions can be scheduled events or triggered by specific actions within the system. When activated, a TracFlow can perform various tasks, including sending emails, modifying records, and creating new referrals or surveys.

			TracFlows are particularly valuable for campuses focused on supporting students and preventing them from falling through the cracks. By automating routine procedures and follow-ups, campuses can ensure that no student is overlooked and that timely interventions are made when necessary.

	Redrock support will be able to assist you in configuring TracFlows upon request. Once we confirm that an action can be automated, we will provide pricing information prior to putting it in place on your system.<Br><br>		Redrock support will be able to assist you in configuring TracFlows upon request. Once we confirm that an action can be automated, we will provide pricing information prior to putting it in place on your system.<Br><br>