Configuring Custom Process Sequence for a Workflow

Overview

The Custom Process Configuration feature allows users to design and manage tailored process sequences within a workflow. These processes can be automatically triggered based on workflow block interactions, conditional logic, or field values across multiple event-related objects. This helps automate repetitive actions, streamline stage transitions, and ensure that specific criteria-based workflows are executed efficiently.

Step-by-Step Approach

1. Build a custom process sequence triggered upon completion of a workflow block

• Access the Workflow configuration section in your Event App dashboard.
• Select a workflow block and define a process that initiates automatically once the block is completed.
• Configure the process flow steps and specify any dependencies or next actions.

2. Build a custom process sequence triggered upon accessing a new workflow block

• Choose the workflow block where you want the process to begin upon entry.
• Define the trigger as “Initiation Sequence,” “Finalisation Sequence,” or “Engagement Sequence.”
• Set up corresponding actions or automation steps that activate when a participant moves to this new stage.

3. Create conditional filters for the process sequence

• Add one or more conditional filters to determine when a specific process should run.
• These filters ensure that processes are executed only when certain event conditions or data values are met.

4. Set AND and OR criteria

• Combine multiple conditions using logical operators:
• AND — ensures all specified criteria must be true.
• OR — allows execution if any of the criteria are true.
• Apply these logical combinations to refine the execution behaviour of your processes.

5. Use fields and values from different objects to create criteria

Build conditional filters using fields and values from the following objects:

• Event
• Event Settings
• Activities
• Product
• Workflow

Select relevant field parameters and assign expected values to define your process logic.

6. View process flow with Else path

• The process flow visually represents both matched and unmatched condition paths.
• The Else Path automatically includes cases that do not meet any specified conditions.
• This ensures that all possible outcomes are accounted for in your workflow.

7. Add process steps to each process flow

• Once the process logic is defined, add specific steps or actions to each branch of the flow.
• Configure actions such as notifications, data updates, or triggers based on your workflow objectives.
• Save and preview the complete process to confirm the configuration before publishing.

Tip: Use the preview or test mode in the Workflow configuration to validate triggers and conditions before publishing to active events.