Question

Photo of DJ Grick

0

Workflows add tags or timeline notes

I have read the documentation and done a bunch of playing with workflows. The Rock team did an awesome job building such a powerful tool. I am sure I have just brushed the surface of what they can do but wanted to put something out to the community I was hoping to do and can't figure out.

Has anyone been able to cause a workflow to add/remove a tag from a person profile? I want it to show an "In baptism process" tag and similar things when a person is entered into a workflow. Then I would want it to remove that tag once the workflow is complete.

Similarly I was hoping to be able to enter notes which would be copied into a persons timeline.

Right now I can't figure out either of these. The only individual's profile based solution I see is adding more attributes to a people and then having Rock update and remove them as needed.

Anyone know of anything I am missing? And better suggestions of how to do this?  

  • Photo of Jeremy Hoff

    0

    Hi Carolyn!  

    Great question.  Yes - this has been added.

    In Rock > General Settings > Workflow Configuration > New Workflow, I see two Actions available:  Person Tag Add, and Person Tag Remove. 

    I hope that helps,

  • Photo of Rock RMS

    1

    DJ, actions don't yet exist for adding/removing tags or adding notes. We'll be sure to add these to the roadmap. Not sure we'll be able to get them in MK 2.0 but 3.0 at the latest.

  • Photo of Carolyn Walker

    0

    Has this been added yet? I want to add an organizational tag based on a particular attribute.