3.12 Release Notes

Automations Leveled Up!

• Multiple Ifs 🔣

  Main Functionality

  • Create conditional flow with the automations, by accounting for more than one case based on the same trigger.

  How To use

  • Under any automation, simply add as many cases as you like by clicking “Add Condition”
  • Check the full article here
    

    ---

    
    

• Find Record 🪄

  Main Functionality

  • Look up records based on a criteria and apply actions to the search results

  How To use

  • Under any automation, in the action section select “Find Record”
  • Set-up the look-up criteria
  • Select the action you’d like applied to the result.
  • Check the full article here
    

    ---

    
    

• Webhook 🪝

  Main Functionality

  • Get data from a third party app and use it in action

  How To use

  • Under any automation, in the trigger section select “Webhook”
  • Configure the action based on the Webhook you’re expecting to receive
  • Select the action you’d like done.
  • Check the full article here
    

    ---

    
    

• Call API 🤙🏻

  Main Functionality

  • Get data from a third party app and use it in action

  How To use

  • Under any automation, in the action section select “Call API”
  • Set-up Call API
  • Select the action you’d like done with the received data.
  • Check the full article here
    

    ---

    
    

• Recurring Automations

  Main Functionality

  • Easily create automations that take care of recurring tasks so you don’t have to.

  How To use

  • Create new automation
  • Select Recurring under trigger
  • Select the frequency you’d like the automation triggered at
  • Set back and watch Workiom get the work done for you
  • Check the full article here
    

    ---

    
    

Knowledge Sharing and more

• Favorite Views

  Main Functionality

  • Star the views you use the most to access easily with a click.

  How To use

  • Go to the view you'd like to star
  • Open the view's menu
  • Click "Add to favorites"
  • Check the full article here
    

    ---

    
    

• App & Field Description

  Main Functionality

  • Each app serves a purpose, and that purpose is best be written for everyone to review for refresher when they need to.

  How To use

  • Go the App Menu
  • Click on app description
  • Write down the description you’d like all users to remember.
  • Hit save
  • Check the full article on App description here
  • Check the full article on Field description here
  
  

  ---

  
  

Reports Love

• Report Drilldown

  Main Functionality

  • Check the records that makes up your report in a click

• How To use

  • Navigate to the report you’d like to check
  • Click on any bar/slice/stack.
  • Check the full article here
    

    ---