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  • To put an unchanging link in an email add an Email connector and add the URL details in the button fields.

  • To put a link to an Asset, Job, or Request in an email, create a “Generate Link To …” node first and then add the Email connector. On the “Action Button Link” field change the field type from text to Parameter and select the newly generated link.

[TODO Add Video to show adding Job]

Widget Connector
width560
urlhttps://player.vimeo.com/video/584873519
height315

Points to remember from this video:

  • You can split the flow using an Exclusive Branch Connector (only one path taken) based on almost any field in the user entered data for an Asset, Job, or Request. Using form data you can control more than two branches.

  • Combining Exclusive Branching based on Form Data along with Parallel Branching can create a complex sequence of work based on an initial inspection.

[TODO Add Video to show using Form Dataadding Job]

Step 5: Trial, Revisit, Improve

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