Decision block

The Decision block can be used to prompt Oomnitza users to decide on a certain action, such as confirming ownership of an asset. 

You can include a link to a survey to capture additional information, such as the model number of an asset, and then trigger further workflow actions based on the user's response. 

Creating a workflow using the Decision block

Tutorial: Creating an accessory request offering

Adding a decision block to a workflow

1. Click Configuration > Workflows.
2. Click a workflow. Alternatively, click Add to create a new workflow.
3. Click the Blocks tab .
4. In the General section, drag and drop the Decision block onto the canvas.

INFORMATION tab

Figure 1: Mock up of INFORMATION tab

You can specify the timeout in days, hours, and minutes or you can use global variables to specify timeout periods.

Adding global settings

Wait block. Examples using the wait or timeout period.

RECIPIENTS tab

Initiator. The user who runs the workflow. Workflows can also be triggered by integrations, imports, API create and update record calls, and user actions such as creating and updating records. In such cases, the initiator is the user who created the workflow.

Roles. The primary role - or the first role - that is assigned to users. (That is, the role that is assigned to the user in their record on the People page.)  Emails aren’t sent to secondary user roles.

Fields. Select one or more fields to send notifications to users referenced in fields such as Contact person.  For example, if you have a field called Manager that references an email address, ensure the email address is valid and follows the correct format, for example, [e-mail].

Users. The users who are added to Oomnitza and listed on the People page.

Emails. External users email addresses. External users cannot receive notifications or complete surveys. 

MESSAGE tab

Specify the subject line and message content using the following options:

Consult the Assistant

You can ask the assistant for help generating the message content. 

You can ask the assistant to incorporate Jinja templating for specific details such as an employee's email, first name, and last name.