Introduction

The Workflow Extensions plugin contains several custom workflow actions. These allow users to create user forms much more easily and set workflow and entity attributes in single actions.

Workflow Actions

After you have installed the Workflow Extensions plugin, you should now have the following workflow actions available under BEMA Services > Workflow Extensions:

Attribute Values Set

The Attribute Values Set action uses an attribute matrix to set workflow values. For each row, you select the Workflow Attribute that you’re setting and then use either lava or another workflow attribute as the value you’re setting:

Entity Properties Set

The Entity Properties Set action uses an attribute matrix to set entity properties. For each row, you select the Property that you’re setting and then use either lava or another workflow attribute as the value you’re setting:

Entity Attributes Set

The Entity Attributes Set action uses an attribute matrix to set entity attributes. For each row, you select the Property that you’re setting and then use either lava or another workflow attribute as the value you’re setting:

Entity Note Add

The Entity Note Add action add a note to any entity. Be sure to use a valid note type for the entity type you are applying it to.

Attribute Matrix Item Add

The Attribute Matrix Item Add action uses an attribute matrix to add a new item to an new or existing matrix. To work for all matrix templates, we have the user enter a row for each column in the target matrix they want to add an item to. For each row, you’ll set the Key of that column ( Found in the General Settings > Attribute Matrix Templates > Template Detail page), as well as the value you want to store.

Add New Person to Family

The Add New Person to Family action will look for a person that matches the provided fields. If one is not found, a new person will be created from the fields. Then, if the person does not already exist in the specified family, they’ll be added with the specified group role. Finally, the person will be saved to the specified Person Workflow Attribute.

Add Metric Value

The Add Metric Value action adds a metric value to the metric specified. If you want to add value partitions, use the attribute matrix to set the partition label and the entity Id/Guid you’re setting it to.

Scheduled Transaction Cancel

The Scheduled Transaction Cancel Action will take the Id or Guid of a scheduled transaction and cancel it and its schedule:

Lava to CSV

The Lava to CSV action allows you to create a CSV file using lava.

System Jobs

The Workflow Extensions plugin also includes a new system job, Run Lava.

Run Lava

The Run Lava job allows you to run lava on a set schedule, mostly useful for grabbing a set of people or other entities and launching workflows with them.

Field Types

The Workflow Extensions plugin also includes a new Field Type, Schedule Builder.

Schedule Builder

The Schedule Builder field type will let you build schedules, save, and reference them from workflows. The schedule will be stored as a Guid.

Select Extended

The Select Extended field type will let you display a parent single select field and a child single / multi select field that filters its options based on the selected parent value. The values are stored as “ParentValue|ChildValuesDelimitedByComma”.

Supporting Attribute Matrixes

The Workflow Extensions plugin uses several attribute matrixes, listed below.