Skip to main content

Workflows

overview​

Workflows is the Workflows & Notifications feature where you create, view, and edit workflows that run based on a selected entity and trigger. You use this feature to configure what should happen when your workflow is executed, including binding selected actions to the workflow. You also use the Workflows dashboard to review existing workflows and see whether each workflow is active.

howToAccess​

  1. In the Compass sidebar, click Workflows & Notifications.
  2. In the header navigation tabs, click Workflows.

keyFeatures​

  • Click + Create New Workflow to open Create New Workflow.
  • Use Edit Workflow to update an existing workflow.
  • Use the Workflows Dashboard to view the Workflows Table with these columns:
    • Action
    • Name
    • Description
    • Active
    • Trigger Type
    • Target Entity
  • Use Discard changes while editing.

Field descriptions​

Create New Workflow (wizard steps)​

The Create Workflow Wizard Steps are:

  • Information
  • Entity
  • Trigger
  • Conditions
  • Actions
  • Success

Information​

  • Name
  • Description
  • Notes

Entity​

  • Entity
  • Related Entity
  • Source Entity
  • Target Entity

Trigger​

  • Workflow Trigger
  • Time Dependent Trigger
  • Periodic Trigger
  • On Change Trigger
  • Trigger Field Select
  • Date Field triggering the workflow
  • Add Trigger Time
  • When should the workflow be triggered?
  • What should trigger your workflow?
  • What data changes should trigger your workflow?

Conditions​

  • Add Condition
  • Workflow Condition
  • Workflow Condition List
  • Execute workflow if...
  • ... of the following conditions are met
  • Condition field types:
    • Text Condition (uses Text Field)
    • Number Condition (uses Number Field)
    • Date Condition (uses Date Field)
    • Boolean Condition (uses Switch Field)
    • User Condition (uses Users)
    • Checkbox Field
    • Checkbox Group
    • Radio Field
    • Text Area Field
    • Date Range Field (uses Date Range Picker)

Actions​

  • Bind Actions to Workflow
  • Selected Actions
  • Existing Actions
  • Configure Actions
  • What should happen when your workflow is executed
  • Workflow Action
  • Action List Item
  • Add New Action
  • Delete Action / Delete action
  • Use In Workflow
  • Used In Workflow
  • Used in these Workflows

Email Configuration (for Email actions)​

  • Email Configuration
  • Recipients
  • Subject
  • Body
  • Content
  • Add Data
  • Add Date Field
  • Email Addresses
  • Roles
  • Users
  • To the Email Address listed in
  • To the User listed in
  • CC Email Addresses
  • CC Roles
  • CC Users
  • CC the Email Address listed in
  • CC the User listed in
  • BCC Email Addresses
  • BCC Roles
  • BCC Users
  • BCC the Email Address listed in
  • BCC the User listed in
  • Anchor
  • File
  • Code Mirror

Assignments​

  • Assignments
  • Assignment Item
  • Assignments Table columns:
    • Assigned Field
    • Source Entity
    • Target Entity

Execute Triggers​

  • Execute Triggers
  • Execution Preview Table columns:
    • ID
    • Project Name
    • Status
    • Stage
    • Internal
    • Private
    • At Risk
    • Primary Director
    • Secondary Director
    • Primary Target Date
    • Secondary Target Date
    • Risk Type
    • Risk Adjusted Date
    • Risk Notes
    • Project Health
    • Blueprint
    • Parent Project
    • Tags
    • Created At
    • Updated At
    • Created By
    • Updated By
    • Photo
    • First Name
    • Last Name
    • Email
    • Company
    • Position
    • Phone
    • Location
    • Timezone
    • Title
    • Project
    • Start Date
    • Due Date
    • Assignee(s)
    • Owner(s)
    • Priority
    • Health
    • % Completed
    • Department(s)
    • Team(s)
    • Discipline(s)
    • Type
    • Invited
    • Roles
    • Last Access
    • Date Created
    • Related Employee
    • End Date
    • Description
    • Traveler
    • Destination
    • Category
    • Travel Method
    • Purpose
    • Est. Transport Cost
    • Est. Stay Cost

Workflow usage and logs (available in this module)​

  • Workflow Usage
  • Action Logs / Action Log / Action Log Details
  • Action Logs Table columns:
    • Status
    • Action
    • Workflow
    • Source
    • Entity
    • Records Affected
    • Duration
    • Error
    • Started At
  • Workflow Logs
  • Workflows Logs Table columns:
    • Workflow Name
    • Entity Type
    • Related Record
    • Started At
    • Finished At
    • Status
  • Workflow Logs Simple Table columns:
    • Related Record
    • Logged

Status values (as shown in this module)​

  • Completed
  • Failed
  • Pending
  • Running
  • Skipped
  • Email
  • Create
  • Update
  • Delete
  • Set Custom Field
  • Bcc