Brenton

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Activity overview

Latest activity by Brenton
  • Brenton created an article,

    Workflow Automation: Podio Permissions Error

    If you're seeing this error when creating an item:Warning: Podio Permissions are restrictive in this app. Users cannot create items. The Podio App settings are set to not let members add or edit to...

  • Brenton created an article,

    Workflow Automation: Email Messages & SMTP Servers

    USING THE WORKFLOW AUTOMATIONS SERVER When using the Workflow Automation server, ALL emails come from a @automation.podio email address.This can be changed by assigning an SMTP Server as shown belo...

  • Brenton created an article,

    Workflow Automation: Logical Operators for Filters

    How are logical operators handled? Logical operators in filters are handled by OR first, then AND, not sequentially.This is more intuitive and mimics the English language. For Example: this AND tha...

  • Brenton created an article,

    Workflow Automation: Trigger on Item Updated

    Trigger a flow to run on the update of a Podio Item.This is something most people use on a regular basis and there are many different instances where this proves useful. Example: Select Flow to T...

  • Brenton created an article,

    Workflow Automation: The Sanity Check

    With the Workflow Automation design, Filters determine if a flow should run. When there are conditions required on collected items or even after completed actions, an If Statement can be set up on ...

  • Brenton created an article,

    Workflow Automation: Send a Message

    Use the Send Message Action to send a Podio Chat Message to a Podio User. For example: Start your flow to Trigger on Item Created. Add Send Message. Select the user to send the message to and fill ...

  • Brenton created an article,

    Workflow Automation: Assign a Podio Task

    Use Assign Task to assign a Task to a Podio User. Learn how to trigger a flow when this Task is completed using the Trigger on Task Completion   Please note that Podio tasks are designed for quick ...

  • Brenton created an article,

    Workflow Automation: Update Item

    Use Update Item to update fields of the current Podio Item. Start the flow by selecting the Trigger and add any Filters required.   Add the Update Item action. Select the Podio field to update from...

  • Brenton created an article,

    Workflow Automation: Create a Comment

    Use Add Comment to add a comment to the current Podio Item. Start the flow by selecting the Trigger and add any Filters required. Add the Add Comment action. Type the comment template using the Tok...

  • Brenton created an article,

    Workflow Automation: Filter: Custom Calc

    Use the Custom (Calc) filter when a custom evaluation is needed.Use PHP notation to create a calculation. For example: If you Trigger on New Comment for an item in a Help Desk App, you may wish to ...