Docs

Filters/Workflow

When you have created your Forms and set certain fields to be "Searchable" and/or "Show in search results" you can create Filters and a Workflow to get automated messages when a document has a specific status.

The option Search will make a field visible in the "Search" box on your Form

search_box

The option Show in search results will show the specific field in the overview section of your search results.

search_box

Creating a filter

  • Click on Advanced search
  • Enter your search criteria (eg. Status equals delivered)
  • Click on Submit criteria
  • Documents containing the search parameters will be shown in the Search overview.
  • Click on the disk icon to save the filter
  • Fill in the relevant options

save_filter

  • Group - You can give a label to a group of Filters. Type in a Groupname. Make sure that you always type the Groupname correctly when you want to save a filter under a spectif group.
  • Name - Name of the filter eg. Sent - Follow up
  • Description - Fill in if necessary
  • Visible in Home - This filter will be visible on Form tile on Home screen
  • Run transformation on change - TODO:
  • To - You can set up a filter to automatically e-mail someone and/or assign it to someone
  • Add webhook -
  • Add webhook outgoing

Once you have defined your filters they will be visible in the Filter box on your overview screen and on the Form tile on the Home screen

filterbox

filter_formtile

Viewing and editing Workflow

You can create multiple filters to order a workflow

Click on Workflow to see and edit all the filters you have created

workflow

You can edit a Filter, delete a filter or export a filter to a .json file
TODO: Json file? to do what with?)

Using an email template to send reminders when specific criteria is met

It is possible to have Boost send you an email when specific criteria is met.
For instance, you can send a reminder to someone to follow up with a client within x amount of days.

  • Click on the specific Form

  • Go to Workflow

  • Click on email template email_template

  • Give you template a name TODO - function of rest of the fields

  • Type the content of your email.

    • You can use merge fields from the specific form to personalize your email by using the Merge fields button merge_fields

  • Save your template

  • Edit your Filter

  • Fill in the email address - use the email field of the specific form (or the referenced Form?), this way the email goes to a specific person

  • Choose the Template you just made

Sending an email when changing the status