Our developers have designed this extension to simplify your company's process and meet your long-term requirements for Tabidoo.
This feature not only replaces and improves the old Notifications extension, but it also helps to replace your old scripts with a simple and effective solution for which you do not need any programmer but can do on your own.
In the Workflow Automation, you will work with two terms, and that is the "trigger" (the record is changed, deleted, exact date...) which will call a certain "action" (sending notification by email, creating a report, sending webhook action...).
Let's take a look at it together!
In what specific cases can Workflow Automation help you?
And many others...
Add a new record and start using Workflow Automation
Do want to receive a notification/run script or anything else, when certain records are created, changed, or deleted? Choose the source table and select any condition mentioned.
How to set up the trigger - When the record changed
You use this trigger when you want to call an action before or after any important date you keep in your table (for example you want to receive the notification a week before an invoice is due)
In order to set up this trigger, you must choose the source table with the date field and timing (x minutes/hours/days/months before or after any selected date)
How to set up the trigger - When it's time
You use this trigger when you want to call the action at the scheduled time period - Immediately, Daily, Weekly, or Monthly (for example you want an invoice to be automatically sent to the customer each month for services rendered)
In order to set up this trigger, you must choose the time period and the exact day and time for the execution.
How to set up the trigger - When it's time
The new Custom Button trigger starts your workflow with just a click, directly from any table. You can name the button as you wish and place it above any table in your application.
Do you want to send a notification on email after a certain trigger?
Follow the simple steps below.
Add recipient e-mails for the notification
Add recipient e-mails menu
Under the "+" button you can insert an email to the copy/blind copy by clicking on "+Copy (CC)".
Standard system template in the notification email
Custom email body with the standard template (frame) in the notification email
Customize the email body
Similar to Send email action, this action can send a message after record changed, or any other trigger.
Please, make sure you have a correct token and valid access for reading channels before you use the action.
After you type a token to the field, you can select the channel from the list.
The message to Slack supports simple formatting. You can include fields from the record to the message - the same way as Email action.
Send to Slack action form
The step enables you to call a webhook.
Send webhook action using Workflow Automation
Run script in Workflow Automation
This step enables you to create and process a report from Tabidoo.
Create and process reports in Workflow Automation
Follow these steps:
How to attach the report to the notification email
If you want to enter any condition under which the workflow should be finished or the other way round, select this action.
Workflow interruption action
I want to receive a notification email when the record of a certain table includes the dropdown value “Done”.
In the workflow interruption select the following - “The workflow continues, when the condition is true” and add a field for filter with the value “Done”.
This new action is especially useful with the trigger Custom button. It can trigger any message after the button is pressed.
In the text box, you are free to enter any text message and define the message box behaviour.
Afterwards, the following message box will appear after triggering the workflow automation:
This is a pretty special action. It is about workflow flow. It enables you to run nested workflow for records from a table.
Use with filters. Otherwise the workflow iterates the whole table and you run out of API calls limit very quickly.
It is possible to use only in case the trigger is the type At the scheduled time
Foreach action screen
If you want to just pause the workflow, select the option "Disabled" which is situated in the workflow settings next to the workflow name.
Disable your Workflow easily
In case you want to stop the workflow permanently, simply delete it as you are used with any other record in Tabidoo.