Rock U - Workflows - Launch Workflow From Grid

Transcribed Video Content

Starting in Rock version 11, you can launch a workflow from a grid for each of the items within that grid. So in this video, we're going to be using a grid that you probably see often. We're going be looking at the group members, the list of group members grid in the group viewer page. But it's important to keep in mind that this process works the same for any grid with any type of entities. So whether you're looking at group members or people or anything else in Rock, anywhere you see a grid, you can do this feature. So let's check it out. There's a lot of reasons you might wanna launch workflows for members of a group. So I said, that's where we'll focus. Here, we'll navigate to people and the group viewer, and we'll take a look at the Decker group under section a. So as we look at this group and the list of members, here we have our grid, and you'll note the gear icon here at the top of the grid. And I said, you'll see this on every grid in Rock out of the box, and it works the same everywhere unless you've made changes, and we'll get to that in a minute. But all you have to do is click the gear icon. The first thing that you'll notice is that each member of the group is listed near the top of the block, and a workflow will be launched for each of these people. So in this case, the process is gonna kick off four workflows because we have four group members. Now, again, we're looking at groups and group members, but this could be a different set of entities. There could be more than four. , those aspects could change a little bit, but the key part is that each item within the grid gets its own workflow launched. So we're not launching a workflow for, , a set of entities or anything that. It's one at a time. And so, of course, the next thing that we'll need to do is pick a workflow type from the workflow picker. Just for our example purposes, I'll pick a disk request, and we'll hit launch. As you can see, you get a nice little confirmation message that the workflow is being launched for each of the group members above. It recognizes what entity it is. And you have the option, which you can disable, we'll get to that in a minute, of launching another workflow, which takes you right back to where you were. You can pick a second workflow, hit launch again, and you're off to the races. Let's take a look at the workflow launch block itself because there's some important things that you'll wanna know about it. So I'll access it here. Near the top, we have the workflow types picker, and you can restrict which workflows are available within the picker by selecting one or more of them here. So if you just want this to be used for a disk request or an assessment assessment request, you can pick those two. We can hit save. And then those are the only two that we can access. Now, as I mentioned before, we just did, I was able to launch another workflow after I kicked off the first one because allow multiple workflow launches has been enabled and set to yes. The other item I wanna draw your attention to is the default number of items to show. And we're working with a grid that only contains four items, in other words, four group members, but many grids will have a lot more. And so this setting lets you control how many individual items are shown on the block, In other words, how many of of these types of entities are listed. If you exceed the limit, account will be displayed on the page to show how many additional items aren't being showed on the page. So if we have a group of five and our limit was set to four, you would see a little notification here that that would tell you that there was one more person that you just can't see. Lastly, let's go back to the group member grid in the group viewer, and we're gonna edit the block properties to take a look at some of the other options that we have with launching workflows from grids. After we've accessed the block settings, we can go over to the custom grid options tab. Under custom actions, we have this enable workflow launcher button, which we can change from yes, which is the default, to no. And if we do that and save, you can see the gear icon goes away completely. So that launch workflow from grid functionality is now removed for this block. We can come back and enable it. The other item here under the custom actions that we want to draw your attention to is the add actions button for custom actions. We have a whole video for this, but what I want to mention here is that that video uses the workflow launch block that we just reviewed, but in different ways. So be sure and check out that video. Again, we used people in a group, so group members, in other words, for this example, but the same process and the same settings can be used in other contexts. You can launch workflow from grids for things prayer requests. Here, you can see the familiar grid icon for launch workflow. You could use them for connections. And here's another grid with another launch workflow item. And you can use them for financial transactions. Again, anywhere you see a grid, can launch a workflow for the items in that grid. So hopefully, you're already starting to think about different ways that you could use this feature to launch workflows for items in a grid across different grids to help streamline processes and maybe cut a few steps out of existing processes that you have. So you don't have to do anything to set this up. Again, out of the box, that gear icon at the top of every grid will be there for you to use, and you can pick which workflow, and you're good to go. So for more information, be sure and check out the blasting off with workflows guide posted to our community site. And thanks for watching.