The User Groups page has been refreshed to automatically collapse all nested User Groups for ease of navigation. Individual User Group hierarchies can be expanded by clicking the arrow next to the name.
The page also includes a 'Collapse All' button in the upper right to return any expanded User Groups back to being collapsed.
This is only used by Support when configuring a background check integration and should never be used by an administrator
New Triggers:
Hours Recorded
A user receives hours for an event
Initialize User
A new user account is being created
User Joins User Group
An existing user joins (or is placed into) a User Group
New User Account Created vs Initialize User:
If you want something to happen right after an account has been created, it would be New User Account Created as the trigger. An example would be that you'd want that user to receive an email. That action of the email happens as a result of the account now existing.
If you want something to happen as part of the creation of a new user, it would be Initialize User as the trigger. An example would be, all new users should be placed into a particular User Group. That action is already happening while the account is being created.
This distinction is most important for organizations that have the Configurable Forms module or Background Check integration.
Existing Actions:
Add User to User Group
Adds a user to a User Group
Remove User from User Group
Removes a user from a User Group
Redirected to Background Check
This is only used by Support when configuring a background check integration and should never be used by an administrator
Matthew Murphy
Expandable User Groups
Creating and Managing User Groups
The User Groups page has been refreshed to automatically collapse all nested User Groups for ease of navigation. Individual User Group hierarchies can be expanded by clicking the arrow next to the name.
The page also includes a 'Collapse All' button in the upper right to return any expanded User Groups back to being collapsed.
New Workflows Interface
A Quick Guide to Workflows
The Workflows page has been refreshed to be better organized and easier to navigate.
The process for creating a Workflow has also changed from a single dialogue box to a wizard for ease of creation.
Click here for a guide to creating a workflow with the new interface
New Workflow Triggers and Actions
Existing Triggers:
New Triggers:
New User Account Created vs Initialize User:
If you want something to happen right after an account has been created, it would be New User Account Created as the trigger. An example would be that you'd want that user to receive an email. That action of the email happens as a result of the account now existing.
If you want something to happen as part of the creation of a new user, it would be Initialize User as the trigger. An example would be, all new users should be placed into a particular User Group. That action is already happening while the account is being created.
This distinction is most important for organizations that have the Configurable Forms module or Background Check integration.
Existing Actions:
New Actions:
Click here for a list of recommended Workflows