TracCloud: TracFlow: Difference between revisions
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'''TracFlow'''<br> | |||
Description | |||
Screenshot | |||
<hr> | |||
<div style="float:left; width 100%; min-width: 100%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Automation Goal</div> | |||
Once you know what you want to automate, Redrock Software will work with you to determine the best way to accomplish this. | |||
</div> | |||
<div style="float:left; width 32.3%; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%;"> | |||
<div style="font-weight: bold; text-align: center; font-size: 20px">{{#fas:arrow-down}}</div> | |||
</div> | |||
<div style="float:left; width 32.3%; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%;"> | |||
<div style="font-weight: bold; text-align: center; font-size: 20px">{{#fas:arrow-down}}</div> | |||
</div> | |||
<div style="float:left; width 32.3%; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%;"> | |||
<div style="font-weight: bold; text-align: center; font-size: 20px">{{#fas:arrow-down}}</div> | |||
</div> | |||
<div style="float:left; width 32.3%; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Table Data Modification</div> | |||
TracFlow can trigger an action based on a modification to a record. | |||
</div> | |||
<div style="float:left; width 32.3%; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Time Schedule</div> | |||
TracFlow can trigger an action on a set schedule of your choice. | |||
</div> | |||
<div style="float:left; width 32.3%; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Manual via Button</div> | |||
TracFlow can trigger an action from a manual click by a user. | |||
</div> | |||
<div style="float:left; width 32.3%; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%;"> | |||
<div style="font-weight: bold; text-align: center; font-size: 20px">{{#fas:arrow-down}}</div> | |||
</div> | |||
<div style="float:left; width 32.3%; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%;"> | |||
<div style="font-weight: bold; text-align: center; font-size: 20px">{{#fas:arrow-down}}</div> | |||
</div> | |||
<div style="float:left; width 32.3%; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%;"> | |||
<div style="font-weight: bold; text-align: center; font-size: 20px">{{#fas:arrow-down}}</div> | |||
</div> | |||
<div style="float:left; width 100%; min-width: 100%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Actions</div> | |||
Your TracFlow can initiate any of the following actions. Each TracFlow can initiate as many actions as needed. | |||
<!---------------------- ACTIONS START -------------------------------> | |||
<div style="float:left; width 32.3%; min-height: 10em; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Create a Task</div> | |||
Description | |||
</div> | |||
<div style="float:left; width 32.3%; min-height: 10em; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Send an Email</div> | |||
Description | |||
</div> | |||
<div style="float:left; width 32.3%; min-height: 10em; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Send an SMS Text</div> | |||
Description | |||
</div> | |||
<div style="float:left; width 32.3%; min-height: 10em; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Modify a Record</div> | |||
Description | |||
</div> | |||
<div style="float:left; width 32.3%; min-height: 10em; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Send a Survey</div> | |||
Description | |||
</div> | |||
<div style="float:left; width 32.3%; min-height: 10em; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Send a Notification</div> | |||
Description | |||
</div> | |||
<div style="float:left; width 32.3%; min-height: 10em; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Create a SAGE Referral</div> | |||
Description | |||
</div> | |||
<div style="float:left; width 32.3%; min-height: 10em; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Assign a Success Plan</div> | |||
Description | |||
</div> | |||
<div style="float:left; width 32.3%; min-height: 10em; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Create a Registration</div> | |||
Description | |||
</div> | |||
<div style="float:left; width 32.3%; min-height: 10em; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Initiate an API Call</div> | |||
Description | |||
</div> | |||
<div style="float:left; width 32.3%; min-height: 10em; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Collect and Send Data</div> | |||
Description | |||
</div> | |||
<div style="float:left; width 32.3%; min-height: 10em; min-width: 32.3%; max-width: 32.3%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px"> | |||
<div style="font-weight: bold; text-align: center">Run a Favorite Report</div> | |||
Description | |||
</div> | |||
<!---------------------- ACTIONS END -------------------------------> | |||
</div> | |||
<hr> | |||
To get started with TracFlow...etc. | |||
</div> | |||
Revision as of 23:53, 20 March 2025
This page is still in progress! Come back later to learn more.
TracCloud Technical Documentation
TracFlow
Description
Screenshot
Automation Goal
Once you know what you want to automate, Redrock Software will work with you to determine the best way to accomplish this.
Table Data Modification
TracFlow can trigger an action based on a modification to a record.
Time Schedule
TracFlow can trigger an action on a set schedule of your choice.
Manual via Button
TracFlow can trigger an action from a manual click by a user.
Actions
Your TracFlow can initiate any of the following actions. Each TracFlow can initiate as many actions as needed.
Create a Task
Description
Send an Email
Description
Send an SMS Text
Description
Modify a Record
Description
Send a Survey
Description
Send a Notification
Description
Create a SAGE Referral
Description
Assign a Success Plan
Description
Create a Registration
Description
Initiate an API Call
Description
Collect and Send Data
Description
Run a Favorite Report
Description
To get started with TracFlow...etc.