This release introduces a major upgrade to Automations, allowing you to build multi-step workflows directly in ActivityInfo. It also includes a few improvements and bug fixes.
ActivityInfo’s automations now support multi-step workflows instead of single webhook calls.
With Automations, you can build workflows that start with a trigger, such as a record being added, edited, or deleted. You can then chain together one or more steps to create the workflow you need:
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Filter: Continue only when specific conditions are met, for example when a record’s status changes to Approved.
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Email: Send a notification to a specific user, everyone with a given role, or the person referenced by a field on the record. Messages support Markdown formatting and can include values from the record.
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Webhook: Send record data to an external system. Choose the 4.0-compatible format for existing integrations, the Standard format for the complete record including calculated fields, or a Custom payload to match your integration.
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Chat notifications: Post a message to Google Chat or Microsoft Teams when a record changes.
Combine these steps in any order to build your workflow. For example, filter high-priority records, email the assigned reviewer, then post a summary to Google Chat.
If you already have existing webhooks configured, they will keep working exactly as before. Automations now also trigger on imported records.
See the full documentation, with tutorials and examples, here: https://www.activityinfo.org/support/docs/automations/index.html
Improvements
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Added the ability to copy forms and folders into an existing database, so form designs can be reused without rebuilding them from scratch.
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Improvements to field-level conditions: For roles with field edit conditions, the fields will appear as read-only in the data entry interface.
Bug fixes
- Fixed an issue where saving a draft record with a multi-line text value over the character limit could cause the table view to load indefinitely.
