3.12 Release Notes

Check out our latest features, and updates built specifically with you in mind.

Automations Leveled Up!

  • Multiple Ifs 🔣

    Main Functionality

    • Create conditional flow with the automations, by accounting for more than one case based on the same trigger.

    How To use

    • Under any automation, simply add as many cases as you like by clicking “Add Condition”
    • Check the full article here


  • Find Record 🪄

    Main Functionality

    • Look up records based on a criteria and apply actions to the search results

    How To use

    • Under any automation, in the action section select “Find Record”
    • Set-up the look-up criteria
    • Select the action you’d like applied to the result.
    • Check the full article here


  • Webhook 🪝

    Main Functionality

    • Get data from a third party app and use it in action

    How To use

    • Under any automation, in the trigger section select “Webhook”
    • Configure the action based on the Webhook you’re expecting to receive
    • Select the action you’d like done.
    • Check the full article here


  • Call API 🤙🏻

    Main Functionality

    • Get data from a third party app and use it in action

    How To use

    • Under any automation, in the action section select “Call API”
    • Set-up Call API
    • Select the action you’d like done with the received data.
    • Check the full article here


  • Recurring Automations

    Main Functionality

    • Easily create automations that take care of recurring tasks so you don’t have to.

    How To use

    • Create new automation
    • Select Recurring under trigger
    • Select the frequency you’d like the automation triggered at
    • Set back and watch Workiom get the work done for you
    • Check the full article here


Knowledge Sharing and more

  • Favorite Views

    Main Functionality

    • Star the views you use the most to access easily with a click.

    How To use

    • Go to the view you'd like to star
    • Open the view's menu
    • Click "Add to favorites"
    • Check the full article here


  • App & Field Description

    Main Functionality

    • Each app serves a purpose, and that purpose is best be written for everyone to review for refresher when they need to.

    How To use

    • Go the App Menu
    • Click on app description
    • Write down the description you’d like all users to remember.
    • Hit save
    • Check the full article on App description here
    • Check the full article on Field description here



Reports Love

  • Report Drilldown

    Main Functionality

    • Check the records that makes up your report in a click
  • How To use

    • Navigate to the report you’d like to check
    • Click on any bar/slice/stack.
    • Check the full article here


Release Version:
3.12
Release Date:
Friday, December 30, 2022
Author:
Workiom Product Team