Workflows allow you to add automation to your VolunteerHub site.  


Introduction to Workflows

Workflows is a page within the Admin View of VolunteerHub which consolidates the creation of workflows.

Figure 1: From Workflows you can create new Workflows or browse existing ones.

Workflows are generally used for building an onboarding path for new volunteers or placing members of external groups (e.g. employees of a company), into their User Group.

Creating a Workflow

    1. Navigate to the Workflows page

    2. Click 'Create New Workflow'

    3. Give the Workflow a name

    4. Choose a Trigger

        a. Landing Page Visited will put users in a group simply by visiting that page

        b. New User Account Created puts users in a group if they are creating an account

    5. Choose a Landing Page

        a. If the workflow is meant to be global, leave the setting on 'Site Wide'

    6. Select an Action

        a. Add User to User Group

    7. Select the User Group or Groups

    8. Click 'Save'

NOTE: Only one Trigger may be used per Workflow.  For example if you'd like a Landing Page to trigger both for a user visiting the page as well as a new user account being created--two workflows would be needed.

Figure 2: This workflow establishes a Site Wide onboarding process to place all new users into User Groups for a phone screening and orientation.

Figure 3: These workflows adds new users created via the Bank of America landing page to the Phone Screening group, but also places any user who accesses the page (new or existing) into the Bank of America user group.

NOTE: Site Wide workflows would still be in effect for any landing page specific workflows.  If Figures 2 & 3 were from the site VolunteerHub site, users creating account via the Bank of America landing page would still be placed in the Orientation group.  The workflow for putting new BOA users into Phone Screening group via the landing page is also redundant as that would be happening anyway.

Workflows within Landing Pages

Though the Workflows page allows for creating Workflows associated with a Landing Page, the Landing Page edit page also contains this functionality.

Figure 4: The Behavior area decides which events should be displayed on the page: either associated with an Event Group and/or with reservations for a User Group.  For more information about Landing Page behaviors, click here.

Figure 5: The Workflow section is an alternative way to create Workflows within the Landing Page.

These workflows (Figure 5) were created through the Workflows page (as detailed above), but display as the settings within the corresponding Landing Page.  This interchangeability allows for creating Workflows in either location and them being present in both.