Rock U - Workflows - Launch Workflow from Grid v13

Transcribed Video Content

Throughout Rock, you'll see grids. And wherever you see a grid, you have the option of launching a workflow for each item in that grid. So for this example, we're gonna look at the results of a data view and launching a workflow for each person in a data view, but this applies and works the same for grids that contain different types of entities, people or group members or whatever it is that you're working with. Let's take a look at how it works. There's a lot of reasons you might want to launch workflows for people returned by a data view, so that's where we'll focus. Here, we'll navigate to tools and data views. And then we're gonna take a look at the, pending people data view under foundational views, which just lists three people, who are pending. So at this point, we wanna draw your attention to the gear icon located at the top and the bottom of the of the grid. And you'll see this icon on every grid and Rock out of the box, and it works the same everywhere unless you've made changes, which we'll talk about in a minute. But really, all you have to do is click the gear icon, and the people in this data view, or in other contexts, just the items in the grid, will get picked up and sent over to the workflow launch block. So if I go ahead and click that, here we are on the workflow launch block. And the first thing that you'll notice is that each person from the data view is listed near the top of the block. So we see our three people here. What that means is a workflow will be launched for each of these people. So this process will kick off multiple workflows. We're gonna see three workflows from this. At the bottom of the page, at the bottom of the block here, you can see a workflow picker where here you can choose which workflow to launch for the, in this case, people listed. And just remember that this picker respects security, so only workflows that the person can initiate are going be listed here. So we'll pick a workflow type, for instance, we might check, I don't know, photo request. And then all you have to do is just click launch after selecting a workflow, and you're off to the races. So everything we just covered is what it looks out of the box. However, you have lots of options for configuring this according to how you need it to work. So while we're here, let's take a look at the workflow launch block itself. There's some important options that you'll want to know about. If we go into the block properties, One of the first items that you'll notice here is workflow types. Okay. So if you're using this block, you can restrict which workflows are available, in the picker on on the block by selecting one or more of them here. So you can kinda lock down the block to to one or more workflow types if you need to. You can also choose whether or not to allow multiple workflow launches. By default, this is set to yes. And what this does is it allows for sort of rapid fire workflow launches. As soon as you launch one, you're taken back to the block, you're set up to pick a different workflow for the same set of items, , people in this case. And then you can pick a different workflow and launch that one, and you can just, keep using the same set of items over and over to launch multiple workflows. I also want to point out the default number of items to show. So we're working with a grid that only contains, , a few people, but many grids have a lot more people. And so this setting lets you control how many individual items are going to be shown on that top part of the block before cutting off the list. After this limit is reached, a count will be displayed on the on the block to show how many additional items aren't shown on the page. So you'll still know that they're there even if you can't see them. Okay. So lastly, we're gonna go back to the data view grid. So we'll go back to tools and data views, and we'll pull up our our pending people that we were looking at. And we're gonna go ahead and edit the block properties of the grid. And then we're gonna go over to the custom grid options, and then we'll come down here to custom actions. And under custom actions, we have this option to enable the workflow launcher. So that gear icon that we clicked to launch a workflow, you can turn that on or off. And by default, it's it's set to yes, and the workflow launcher is there. But if for some reason you didn't want somebody to launch a workflow for, the entities contained in a grid, you can turn this off. And, of course, this is located in the same place as, the custom grid actions. And I wanna draw your attention to this because we have a whole video for it, but what I wanna mention here is that that video uses the workflow launch block we just reviewed, but in different ways. So be sure to check that out. Hopefully, you're starting to think about some of the processes that you can streamline by launching a workflow from a grid of items. And technically, it's not something that you need to configure in advance. , that gear icon is there on grids throughout Rock right out of the box. So feel free to dive in and start using it. For more information on launching workflows from a grid, check out our blasting off with workflows guide posted to the Rock Community website, and thanks for watching.