In Property Meld, workflows help automate various actions when certain events occur, such as when a meld is created or updated. These triggers help streamline processes and ensure nothing falls through the cracks.
One of the key triggers you can set up is for "Meld Updated" or "Meld Created or Updated." This means that certain actions or changes made to a meld will be considered updates, triggering the workflow you've created.
Below are the specific actions that qualify as meld updates:
Meld Update Actions:
- Adding or removing a tag
- Adding a coordinator to a meld
- Changing or updating the coordinator on a meld
- Changing meld status (e.g., from In Progress to Completed)
- Editing or updating the brief description of a meld
- Editing or updating the detailed description of a meld
- Changing the priority of a meld
- Editing or changing work categories
- Editing or changing the location of the meld
- Adding maintenance notes to an existing meld
- Editing or updating maintenance notes
- Changing tenant presence from "Yes" to "No" or vice versa
- Editing or changing owner visibility on melds from "Yes" to "No" or vice versa
- Editing or changing pet information
- Requesting, editing, or canceling owner approval
- Adding, editing, or updating due dates
- Adding or removing existing melds from projects
- Merging melds
- Resident submits a review
- Resident re-submits a review on a meld (Note: For this to be considered an update, the rating must change, e.g., from 4 stars to 5 stars)
By understanding these triggers and actions, you can optimize your workflows to respond to important changes automatically.
Need Assistance? If you have any questions or need help setting up workflows, feel free to reach out to our support team at support@propertymeld.com.