Equus Software

This automation initiates the Posted Worker Notification filing process once conditions and triggers are met.  
 
 
We recommend setting all mandatory fields as target fields and conditions. Mandatory

Configuring Posted Worker Directive automation quick workflow

Overview
A notification on the Mobile Employee Experience (MEE) portal can be posted for the Employee associated with the target assignment. Note that this does not apply to the legacy…

Configure a portal notification for quick workflows in the Mobile Employee Experience

An email notification can be created in Quick Workflow (QWF) to be sent to a number of recipients. To create an email alert in the Quick Workflow, select the Email…

Configure an email notification for quick workflows

Quick Workflows (QWF) are actions which trigger when something changes or is scheduled in the Equus Platform. Quick Workflows can be defined as the following actions:

Notification
Automation
API Webh

Quick Workflow Overview

The Quick Workflow screen is found at the Configuration level. The screen shows all existing Quick Workflows (QWFs) in a grid form.New QWFs are added by clicking the  in the…

Creating a new Quick Workflow (QWF)

You can set up an alert to be triggered/created either when the value in a particular data field changes or any number of days/weeks/months before or after a date in…

Specifying target fields when an alert is triggered for quick workflow

New Quick Workflows are created in an inactive state. This means that changes can be made and saved without the risk that alerts will be sent prematurely.  
When a…

Activating an alert for quick workflows

A Banner Alert can be posted for a specific Resource Type associated with the target assignment. Below is an example of a Banner Alert for a Relocation Coordinator.

To configure…

Configure a banner alert for quick workflows

In the Merge Options section of the Quick Workflow Details screen, the QWF can be configured to send notifications via one or more of the following methods:   

Banner Alert -…

Configure alert actions for quick workflow

A Quick Workflow (QWF) can be used to trigger or call a stored procedure/custom code that will allow you to populate other fields or make updates to other areas within…

Configure an automation trigger for quick workflows

A unique identifier of the Quick Workflow is known as the EventID. This is displayed in the URL when looking at the Quick Workflow details screen:

  
 
Records that are…

Checking the import has worked for an advanced automation quick workflow

Overview
A push notification can be configured to send Mobile Push Notifications to the registered devices of the employees and with this help them keep up to date when an…

Configure a mobile push notification for quick workflows

To facilitate the adoption of the Mobile Push Notification feature, three default Equus quick workflows  have been created and are inactive by default:


Push Notification - Request Bounced – when the

Default Equus mobile push notifications quick workflow examples

To configure the Quick Workflow to send Webhook notifications to a target URL, select the Webhook tab on the Quick Workflow Details screen.
 
Populate the following and press .  


Target…

Configure a webhook notification for quick workflows

A quick workflow with multiple target fields will take action only once when any of the multiple target fields are changed in a  transaction (i.e. when the [Save] button is…

Will a quick workflow with multiple target fields trigger more than one alert per transaction?

Quick Workflow history can be viewed in User Reports on the Workflow Event History table. This table can be used to troubleshoot Quick Workflow events.
Configuring the Quick Workflow Event…

Viewing Quick Workflow Event History

Introduction

Quick Workflow Overview
Creating a new Quick Workflow (QWF)
Advanced Automation - Setting Up Advanced Automation Process

Hints &amp; Tips

All quick workflows (QWFs) that are migrated w

Best Practices - Quick Workflows

Quick Workflows (QWFs)

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