TracCloud: TracFlow: Difference between revisions
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'''TracFlow'''<br> | '''TracFlow'''<br> | ||
TracFlows in TracCloud allow you to automate a variety of actions within TracCloud. | TracFlows in TracCloud allow you to automate a variety of actions within TracCloud. | ||
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{{#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> | |||
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{{#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> | |||
{{#fas:circle-check}} <b>Action:</b> Send a survey to the student.<br> | |||
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{{#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> | |||
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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="font-weight: bold; text-align: center">Trigger</div> | |||
What should cause this TracFlow to be initiated? | |||
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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"> | 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"> | <div style="font-weight: bold; text-align: center">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. | ||
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<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"> | 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"> | <div style="font-weight: bold; text-align: center">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. | ||
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<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"> | 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 | <div style="font-weight: bold; text-align: center">Manual</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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</div> | </div> | ||
Revision as of 18:36, 21 March 2025
This page is still in progress! Come back later to learn more.
TracCloud Technical Documentation
TracFlow
TracFlows in TracCloud allow you to automate a variety of actions within TracCloud.
Goal: Remind consultants to enter notes for their visits.
Trigger: Time Schedule, daily at 3pm.
Query: Find recent visits where visit notes is blank.
Action: Send an email to the consultant reminding them to enter their notes.
Goal:Send students a survey when their referral is resolved.
Trigger: Data modification, when referral is marked as resolved.
Action: Send a survey to the student.
Goal: Wish staff a happy birthday.
Trigger: Time Schedule, daily at 9am.
Query: Find staff where birthdate (custom field) is today.
Action: Send an email to the staff using Twig for personalization.
Once you know what you want to automate, Redrock Software will work with you to determine the best way to accomplish this.
What should cause this TracFlow to be initiated?
TracFlow can trigger an action based on a modification to a record.
TracFlow can trigger an action on a set schedule of your choice.
TracFlow can trigger an action from a manual click by a user.
Your TracFlow can initiate any of the following actions. Each TracFlow can initiate as many actions as needed.
Description
To get started with TracFlow...etc.