In this video, we want to expand on our workflow even further.
I would like to see that after the status for this customer changed to accepted, it needs to take a look at other fields and ensure that they have been filled in correctly.
For example, if the status changed to accepted, I need to check that the FSP number is also filled in.
If it is not filled in, it needs to notify someone in my team.
The people in my team are Peter Pan and Wendy Darling.
Once the status has changed to accepted, I want the system to check if the FSP number has been filled in and if it hasn’t, it needs to send an action point.
And a workflow note to Wendy.
Let’s get building on our status change workflow.
After the status has changed, it triggers, creates the note, checks if the status is accepted and then it matches to client.
With this match to client task, it gives you all the information relevant to that customer.
Here we can see that the FSP number is zero.
I would like to build out my automation.
After the match to client task, I can add another task right after that.
For an if statement if FSP is empty.
I would like to set up my if statement again.
I’m going to get data from the match to client task and scroll down to FSP number.
We know that is field 6.
So we are looking at field 6 value.
I’m going to be pushing this through.
Contains zero.
If we run this, it shows that it is true.
Next, we need to send a workflow note or an action point to Wendy.
I’m going to create a workflow note to Wendy and choose Create workflow note.
The type is just a note and it’s asking me for certain information.
What is our client ID again?
I can find that in the match to client task.
Here is the client ID.
The direction is incoming.
The priority is a high priority item.
It now asks who do I want to send this workflow note to?
In order to get that information, we go to users, find Wendy’s user ID, copy, go back to our workflow and insert that user ID.
I add the workflow note copy.
We switch this on and test how the automation works.
We navigate down to Sylvia again.
And change the status to new.
Let’s wait for the first automation to run, and then I’m going to change it to accepted.
We expect to see a change workflow note, an e-mail going out to the client, and then also a workflow note for Wendy to tell her that the FSP number needs to be filled in.
You can see the workflow note that we just created.
It also created the action point for a specific team member.
If we navigate back to settings and workflows, we can go back to our data records.
Here was the first one.
When I changed it to new, you can see that I didn’t go further.
If I take a look at the latest record, I can see that it went into this path and it also went down to this path where in this case, it moved on to the next portion because the FSP number was empty.
And that’s how you expand your workflows even further to automate the processes you need.