200: Workflow Guidebook

This is a living document link - as we add more information to the document, the attachment will be updated.   

We have added several new sections to the workflow document including a full list of all merge fields for templates and checklists.

Mark Stepp

Last Updated: 11/26/2015

  • Additional merge fields added to Appendix 

Last Update: 6/4/2015

  • Added new connection merge fields for contacts and each party member type.
  • Updated screen shots due to updates on "With" field for Tags
  • Updated reference to the Assign To place holders
  • Added information about Settings > Email information on Automated emails and Daily notifications
  • Added property connection merge fields
  • Added transaction connection merge fields

Last Update: 4/10/2015

  • Added information about new Time Option on Schedule field to assign the time of an activity based on the time entered into the database (example: Photography Time)
  • Added reference to several new merge fields.

 

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Comments

  • Avatar
    Gloria Singer
    is the list of merge fields in this document up to date?
  • Avatar
    Dave Crumby
    Here is current list. We added a few more last week and will update. http://help.realvolve.com/hc/en-us/articles/207347953-Complete-List-of-Merge-Fields
  • Avatar
    Sheila Mason

    Is there a way to print out a complete workflow - showing all action steps and branches within an action?

  • Avatar
    Dave Crumby

    Hi Sheila, most people do a screen capture. We do not have a way to print from within the app.

  • Avatar
    Lisa Efthymiou

    It's a really good exercise to draw out these out on big paper, whether you're trying to understand an existing workflow or drawing out your business process. If you understand it, it's that much easier to pop in a quick change to improve it. You will learn a lot and it will be worth your time.

  • Avatar
    Dave Crumby

    Excellent feedback. Yes!

  • Avatar
    Jeff Kessel

    I can't seem to figure out how a sub-user can launch a workflow. I have created significant workflows. My vision, we have a "Listing Appointment" Workflow that triggers events for the Agent and the Listing Coordinator. I created a dummy sub-user and I can't figure out why workflows don't show up when "Start A Workflow" is clicked.

  • Avatar
    Val Strahl

    I don't see a chat window. May I chat with someone regarding workflows?

  • Avatar
    Gary Hall

    Hi Val - Sure! For immediate attention you can go to Live Chat (at the bottom of your Realvolve Screen it says "Live Chat Support" - just click on that) during business hours or you can schedule a call at http://calendly.com/realvolve at your convenience.

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