Automated Workflows | Create triggers that will help automate your workflows
Workflow type *
{{workflowType.name}} Required
Workflow name *
Required
Description
On / Off
Schedule *
Required Enter a numeric value Enter a numeric value days
Before After Required Select a value Select a value
{{workflowTrigger.name}} Required Select a value Select a value at
Required SAST time
Set reminder frequency and repeat
Send reminder
Day of expiry
Day before expiry
2-50 days before the Provisional Expiry date, send reminder every Required Enter a numeric value Enter a numeric value days
51-100 days before the Provisional Expiry date, send reminder every Required Enter a numeric value Enter a numeric value days
101-365 days before the Provisional Expiry date, send reminder every Required Enter a numeric value Enter a numeric value days
Customise email
Customise email subject
Required
Customise email message
Reservation filters
{{source.name}}
Status
Confirmed Provisional (valid) Provisional (expired) Quotation Waitlisted Deleted Required
Set reminder frequency and repeat
Send reminder on the date payment is due
Day payment is due
1-50 days after the payment is due, send reminder every Required Enter a numeric value Enter a numeric value days
51-100 days after the payment is due, send reminder every Required Enter a numeric value Enter a numeric value days
101-150 days after the payment is due, send reminder every Required Enter a numeric value Enter a numeric value days
Customise email
Customise email subject
Required
Customise email message
Include the Folio / Invoice as PDF attachment
Filter search Name {{element.name}} Workflow type {{element.workflowType}} Description
{{element.description}}
On/Off Last run
fiber_manual_record fiber_manual_record fiber_manual_record fiber_manual_record {{element.lastRunText}}