Can I have a workflow attached to a specific transaction such as a contribution or a Withdrawal?
Can I have a workflow attached to a specific transaction such as a contribution or a Withdrawal?
Yes! When you click the +Create Workflow button, select Transaction Type and then the desired transaction as pictured below.
How do I view completed workflows?
How do I view completed workflows?
To view Completed workflows, navigate to the Workflows tab and Filter by Completed in the Workflow Status.
To view Completed Workflows for a specific contact, navigate to the contact's record and click Workflows and Show All. This will display all workflows tied to this contact, including completed.
Can I turn off the workflow email notifications?
Can I turn off the workflow email notifications?
Not at this time. We recommend creating an email inbox rule and sending the notifications to a specific folder in your email. That way, the task notifications do not take up value real estate in your primary in box. Please check with your email provider to learn more on in box rules and creating folders.
Do I have to manually assign steps every time?
Do I have to manually assign steps every time?
No. Swivel allows you to set a Default Assignee so that the workflow and all associated steps will be automatically assigned when the workflow runs. Swivel also allows you to select a Responsible user for each specific workflow step.
Why don’t I see completed workflows in the Workflows view?
Why don’t I see completed workflows in the Workflows view?
Completed workflows are attached to the contact record.
They do not always appear in global or consolidated workflow views.
How to find completed workflows
Open the contact record
Click the Workflows tab
Toggle the filter to include Completed
Common misunderstanding
Filtering by Completed in the workflow builder does not show historical workflow activity.
The workflow builder displays workflow configuration, not execution history.