Overview

The previous article provided a high-level overview of Solodev workflows and their fields. This article shows administrators how to create and manage workflows of a form submission type. 

Prerequisites 

Before following the steps in this article, users should: 

  • Install a module for a website form.
  • Embed a form to a page to make it public facing. 

Learn more about creating public facing web forms

Step 1 – Adding a form workflow 

This example creates a form submission workflow that sends an email to a media team when the subject line of the form submitted is equivalent to ‘Media Inquiry’.  Sample code is provided for the user. 

  • From the Solodev CMS dashboard click Settings under the Admin section. 
  • Click Workflow in the Settings dashboard.
  • Click Add Workflow
  • Enter the Name of the workflow. 
  • Set the workflow type to Form Submission
  • Click Browse next to the Choose Datatable text box. 
  • Select the datatable and click Choose.
  • Enter the following line of code into the Variables text box.
$this->email = "user1@spacejet.net, user2@spacejet.net, user3@spacejet.net"; this->subject = "Contact Us Submission -- Spacejet Interviews & Press Releases";
  • Enter the following line of code into the If Statement text box.
$object->subject=='Media Inquiry'
  • Enter the following line of code into the Then Statement text box. 
Assignment_Tickler::sendTickler($data, $this->subject,$this->email)
  • Click Submit

Step 2 – Managing a workflow

Administrators can manage workflows in a variety of ways. This step shows the user how to search for a workflow, edit a workflow, and delete a workflow. 

Step 2a – Searching for a workflow

  • Click Workflow in the Settings dashboard. 
  • Type the name of the workflow in the search box located in the upper right-hand corner of the workflow page. 

Note: The search box associated with the various settings categories leverages dynamic search. The results are produced as the administrator enters the query. 

Step 2b – Editing a workflow

  • Click Workflow in the Settings dashboard. 
  • Click the Name of the desired workflow to select it. The user is directed to a page for the specific workflow. 
  • On this page, the administrators can change all fields associated with the respective workflow types. 
  • In our example, the administrator can change the Name of the workflow, the Type, choose another datatable, and set new variables and if/then conditions. 
  • Once the desired changes are made, click Save

Step 2c – Deleting a workflow

  • Click Workflow in the Settings dashboard. 
  • Click the Name of the desired workflow to select it. The user is directed to a page for the specific workflow. 
  • Click Delete.
  • In the Delete modal window, type the word ‘DELETE’ into the text box. 
  • Click the Delete button

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