Pages is one of Invision Community’s most powerful features, allowing easy creation of blogs, knowledge bases, documentation, bug trackers and more.
With the new Workflow Manager, it just got a whole lot more powerful.
Workflows
Workflows enable you to perform multiple actions from a single button, triggered by criteria you define. For example, staff can process, approve, reject or update records with a single click, rather than manually working through several steps.
This video walks you through setting up "Approve" and "Reject" buttons in a bug tracker.
Match Criteria
When you create a workflow, you define the match criteria that control which records show the button. In our video, the "Approve" button should only appear on newly submitted bug reports. Once a report is already approved or closed, the button is no longer relevant, so it simply does not show.
Criteria can be based on the item's status (hidden, pinned, featured, and so on) or on the value of a custom field, giving you precise control over when each workflow is available.
Actions
The next step is to configure the actions that fire when the button is clicked. You can mix and match as many as you need:
Post a reply on the record
Change the value of a custom field
Change the item status (pin, hide, feature, and so on)
Notify the item author
Notify specific members
Assign the item to a member or team
If any action needs input from the person running the workflow, such as writing a custom reply, a small dialog will prompt them before the actions run.
Putting it together
With the buttons configured, a single click can mark a bug report as accepted, post a public reply for the author, and fire a webhook to create an issue in GitHub automatically as every time a workflow runs, Invision Community fires an event, meaning you can connect workflows to external tools and services without writing any custom code.
Beyond a bug tracker
Workflows are available for any Pages database. An approval process for submitted articles, a content review pipeline for a knowledge base, or a simple "mark as resolved" button for a support request database are all straightforward to set up.
If you use a database to manage form submissions, a single workflow can update multiple fields and send a notification to whoever needs to take action next.
Workflows are available for Creator Pro, Teams, Business and Enterprise.
- Stuart Silvester, bernhara and Marc
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