TracCloud: TracFlow: Difference between revisions

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<div style="float:left; width 100%; min-width: 100%; padding: 0.5%; margin: 0.5%; border: 2px solid black; border-radius: 5px">
<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>
<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.
Once you know what you want to automate, Redrock Software will work with you to determine the best way to
accomplish this.
</div>
</div>


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</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="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>
<div style="font-weight: bold; text-align: center">Table Data Modification</div>
TracFlow can trigger an action based on a modification to a record.
TracFlow can trigger an action based on a modification to a record.
</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="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>
<div style="font-weight: bold; text-align: center">Time Schedule</div>
TracFlow can trigger an action on a set schedule of your choice.
TracFlow can trigger an action on a set schedule of your choice.
</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="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>
<div style="font-weight: bold; text-align: center">Manual via Button</div>
TracFlow can trigger an action from a manual click by a user.
TracFlow can trigger an action from a manual click by a user.
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Your TracFlow can initiate any of the following actions. Each TracFlow can initiate as many actions as needed.
Your TracFlow can initiate any of the following actions. Each TracFlow can initiate as many actions as needed.
<!---------------------- ACTIONS START ------------------------------->
<!---------------------- 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">
<!----- column 1 --------->
<div style="font-weight: bold; text-align: center">Create a Task</div>
<div style="float:left; width 32.3%; min-width: 32.3%; max-width: 32.3%; margin: 0.5%;">
Description
<div style="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
<div style="font-weight: bold; text-align: center">Create [[TracCloud:_Tasks|Tasks]] for Students or Staff</div>
[[File:1166552.png]]
</div>
</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="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
<div style="font-weight: bold; text-align: center">Send an Email</div>
<div style="font-weight: bold; text-align: center">Send an [[TracCloud:_Email_Templates|Email]] to Any Recipient</div>
Description
[[File:4342521.png]]
</div>
</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="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
<div style="font-weight: bold; text-align: center">Send an SMS Text</div>
<div style="font-weight: bold; text-align: center">Send an [[TracCloud:_TextAlerts|SMS Text]]</div>
Description
[[File:8085277.png]]
</div>
</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="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
<div style="font-weight: bold; text-align: center">Modify a Record</div>
<div style="font-weight: bold; text-align: center">Add or Remove the Student From a [[TracCloud:_Student_Lists|List]]</div>
Description
[[File:6679254.png]]
</div>
</div>
<!----- column 2 --------->
<div style="float:left; width 32.3%;min-width: 32.3%; max-width: 32.3%; margin: 0.5%;">
<div
style="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
<div style="font-weight: bold; text-align: center">Modify Any Field Within a Record</div>
[[File:7254776.png]]
</div>
</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
<div style="font-weight: bold; text-align: center">Send a Survey</div>
style="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
Description
<div style="font-weight: bold; text-align: center">Send a [[TracCloud:_SurveyTrac|Survey]]</div>
[[File:1839177.png]]
</div>
</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
<div style="font-weight: bold; text-align: center">Send a Notification</div>
style="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
Description
<div style="font-weight: bold; text-align: center">Send a [[TracCloud:_Notification_Types|Notification]]</div>
[[File:7253599.png]]
</div>
</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
<div style="font-weight: bold; text-align: center">Create a SAGE Referral</div>
style="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
Description
<div style="font-weight: bold; text-align: center">Create a [[TracCloud:_SAGE|SAGE Referral]] for a Student</div>
[[File:2335678.png]]
</div>
</div>
</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">
<!----- column 3 --------->
<div style="font-weight: bold; text-align: center">Assign a Success Plan</div>
<div style="float:left; width 32.3%;min-width: 32.3%; max-width: 32.3%; margin: 0.5%;">
Description
<div
style="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
<div style="font-weight: bold; text-align: center">Assign a [[TracCloud:_Success_Plans|Success Plan]] to a student.</div>
[[File:6976440.png]]
</div>
</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
<div style="font-weight: bold; text-align: center">Create a Registration</div>
style="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
Description
<div style="font-weight: bold; text-align: center">Create a Student [[TracCloud:_Registrations_Listing|Registration]]</div>
[[File:9277944.png]]
</div>
</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="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
<div style="font-weight: bold; text-align: center">Initiate an API Call</div>
<div style="font-weight: bold; text-align: center">Initiate an API Call</div>
Description
[[File:1179363.png]]
</div>
</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="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
<div style="font-weight: bold; text-align: center">Collect and Send Data</div>
<div style="font-weight: bold; text-align: center">Collect and Send Data</div>
Description
Description
</div>
</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="padding: 0.5%; border: 2px solid black; border-radius: 5px; margin-bottom: 2%">
<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>
Description
[[File:3881667.png]]
</div>
</div>
</div>
<!---------------------- ACTIONS END ------------------------------->
<!---------------------- ACTIONS END ------------------------------->

Revision as of 18:02, 21 March 2025

    This page is still in progress! Come back later to learn more.


TracCloud Technical Documentation

• Contents

• Mail Server

• Data Import

• Data Export

• Single Sign-on

• Custom URL

• SFTP SSH Keys

• API

• Migration from 4.0


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 Tasks for Students or Staff

Send an Email to Any Recipient

Send an SMS Text

Add or Remove the Student From a List

Modify Any Field Within a Record

Send a Survey

Create a SAGE Referral for a Student

Assign a Success Plan to a student.

Create a Student Registration

Initiate an API Call

Collect and Send Data

Description

Run a Favorite Report

To get started with TracFlow...etc.

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