Workflow should be dynamic

Good start to Workflow, but fairly limited.

IDEA -- once a donor reaches a total giving milestone (i.e. $100,000) an action for a personal phone call would be generated.

Currently, it is a static list and cannot be done without re-running a query (not a list).  

Hoping next iteration will have this functionality.

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  • Dec 16 2019
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    Kylee Long commented
    April 08, 2020 18:24

    Hi. This capability should be available with the latest additions to Workflow Designer, but let us know if its not! There is now an option to "automatically add new constituents" to the workflow if they are added to the List chosen for the workflow. Its a checkbox that appears when you choose a list for a workflow. Check it out and let me know if this satisfies your need! This capability does run on a 24-hr check right now, so its not "immediate". We check the list nightly to see who has been added, and we add any new constituents to the workflow automatically at that time.

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