VolunteerHub May 2023 Release Notes

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: 

  • Landing Page Visited
    • User accesses a Landing Page
  • New User Account Created
    • A new user account has been created
  • Background Check API
    • 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


New Actions:

  • Email User
    • Send an email to the user (volunteer)


Click here for a list of recommended Workflows



Love this collapsing feature!!! Will we see it in Event groups soon?


Have a wonderful week, 

Colleen Dillahunty

Awesome!

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