What's a Workflow?
Meld Workflows are a way for property managers to easily automate how Melds work. Workflows are designed to help your team move faster and automate manual tasks that are required during the Meld process.
Definitions
Workflow Triggers
Every workflow must start with a trigger event. Events fall into one of two categories – time events and change events. Change events are records of activity that have been generated by users or Property Meld. For example, when a resident sends a message a new "Meld Comment Created" event will be generated.
Workflow Conditions
Conditions are criteria that, when met, determine which next step in a workflow should be taken. Conditions can also be set on the initial trigger event to further narrow the scope of the workflow. For example, you can add the condition ‘Meld Assigned’ with the operator ‘Before’ to be prompted to enter a date.
Workflow Actions
Actions are instructions to conduct an activity within the application. For example, sending a chat message from a template. Actions can also be workflow-specific. For example, a delay action will pause the execution of the workflow for a specific amount of time.
NOTE: By default, only Admin and Agent users will have access to Workflows.
Step 1:
The first step is to log into Property Meld and click Workflows.
Step 2:
Your current Workflows will be listed under the Workflows tab.
Step 3:
Preset Workflows ready for customization will be listed under the Templates tab.
Step 4:
Click Create With Template to create a Workflow using a desired Template.
Step 5:
Click Create Workflow, to create a Workflow from scratch.
Step 6:
Type a Workflow Name.
Step 7:
Select a Workflow Trigger event.
Step 8:
Click the Select an Optional Condition from the dropdown.
NOTE: Multiple Conditions can be added to a single Workflow. "And" and "Or" conditions allow for total customization.
Step 9:
Click the Select an Operator from the dropdown.
Step 10:
Click the Select dropdown and choose sub Operator.
Step 11:
To add an additional condition, click AND and select the appropriate Meld Work Category.
NOTE: Dropdown menu options will change corresponding to which Condition is selected.
Step 12:
Click the Select an Operator from the dropdown and select Operator.
Step 13:
Click the Select dropdown and choose sub Operator.
Step 14:
Click the Action from the dropdown.
NOTE: Dropdown menus will change corresponding to which Action is selected.
Step 15:
Select the desired option to correspond with the Action.
Step 16:
Click Create.
NOTE: An error will display if all required fields are not entered.
Step 17:
Once you've created a Workflow, it may be toggled on/off as needed.
NOTE: The user who updates a workflow will have their name appear as the sender of the message. If a different user needs to be shown as the sender, they simply need to log into their Meld account, click 'Configure' next to the workflow, and then click 'Update' at the bottom of the Workflow page.