Creating a Workflow

The following article will guide you in setting up a new Workflow in Gladstone360

Create a new workflow within Gladstone 360, under the Checkin or Contact's screen, click into Config Tool (top right-hand corner) and then click in to 'Configuration'

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Then select 'Workflows'

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You will then see your list of current workflows and can click 'Add workflow' (top right-hand corner)

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You then need to add a name, description and can assign site groups, this is set to ‘All’ as default, you can click in to here and then assign just relevant sites if need to. You then need to assign relevant roles, you wish to be able to view this workflow. You then finally choose the type of workflow this is. Once this is completed, click on 'Next'.

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The next step you will assign the steps you wish to be actioned in the workflow, i.e. issuing subscriptions, this can be individual subscriptions or subscription groups. Once you have all steps added, click in 'Next'.

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Final stage you can add specific Status and Price Level to be pushed to the members account once the workflow has been completed. And also if you would like to push the user to POS for instance if selling a subscription so they can take payment. Once you have these relevant sections completed, click on 'Save' and your workflow has been created.

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Remember to also check permissions in the GMC under Security Configuration, Permissions. That the relevant Contact groups have the new workflow has allowed so they can see this and run the workflow.

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