Can podio workflows be triggered by excel import
Completed
is there a way for podio workflows to trigger when an item is created via excel import? i set up a flow as follows; trigger: an item is created, filter: future status - does not contain - "active", then: update internal status to "no longer available". when i manually enter a property into the system it works but when i do an excel import it doesn't trigger for any of the items. it also does not seem to work for my item update triggered flows either when i do excel import. [i also set all these flows up on globiflow and they work great but it could get costly if i have to use globiflow for this as there will be lots of updates from via the import every day
-
Official comment
Hi everyone,
This feature is now available using the Premium plan with the advanced workflow automation option to trigger based on webhooks:
Learn more here: https://www.globiflow.com/help/use-of-the-hook-checkbox.php
//Sara - Podio
Comment actions -
Hey William,
This is a good question. We have currently disabled the option to trigger workflows based on excel import to ensure multiple flows are not triggered by mistake as you can import up to 20.000 items in each import, this could potentially be trigger for thousands of tasks or items created if the person importing are not aware of the workflows. We might be able to change this in the future by having a confirmation dialog before you import, but from experience we know mistakes can be done even with a confirmation dialog before action.
Let me know your thoughts?
//Sara - Podio
-
I think the option would be great, especially if it was an advanced setting, that way if a mistake happens it's really at the consumers risk, but this would be great for our organization as these flows just trigger alerts that things have changed (i.e. A change in the list price field during updates triggers an "update status" category to show "price drop")
-
Chiming in to say that i was also disappointed to learn that workflows would not trigger on excel imports. Rather than an all-or-nothing approach, perhaps podio should make this possible, but with limitations. For example, the import tool could detect how many workflows would be triggered based on the field mapping stage, and if it were below a certain threshold, it notifies the user which workflows would be triggered and gives them the option to confirm or disable workflows. If too many entries are imported, or too many fields/workflows are affected, then podio can disable all workflows automatically, if it's rate-limiting issue.
-
Is Podio working on ideas for this issue? I would love to have the possibility to trigger my workflows with imports. A confirmation dialog to warn from missuse might be enough in most cases. Another idea might be to restrict the import option [in case there are workflows] to certain qualified members.
Besides, it is possible to trigger workflows from items that are created by webforms, which means even externals could flood your workflows. So why should I not trust in the senses of internals?
-
I am also looking for this ability (run flows triggered by excel imports) please let us know if there are any updates, or expected timelines to consider.
Certain status or date fields need updated upon daily imports. I can easily do it with Globiflow, but it eats up way too many hourly/monthly actions for such simple things. -
I also think it is ridiculous that this feature is disabled. In the import process, I should be able to choose whether my tasks are effected or not. Or create specific import tasks... I don't know. This seems like a simple thing to enable or provide control. Between this thread and another (https://help.podio.com/hc/en-us/community/posts/200508378-How-do-I-import-tasks-from-Excel?page=2#comments), it seems like a feature that should have been implemented a long time ago.
Please sign in to leave a comment.
Comments
9 comments