Starting with the May 2024 Update, Pagico features a new Automated Workflows features which allows you to create custom routines that Pagico can perform on your behalf. This is a feature that can relieve you from performing many of the repetitive tasks in your task and project management activities.
Locating the Workflow Editor
The Workflow Editor is located in your Pagico Settings -> Database-Specific section. But a quicker way to get there is by clicking on the "Notification (bell)" icon in the toolbar, then click on the Workflow status item.
Creating and Managing Workflows
Workflows are a series of actions that can are performed when triggered. The workflows can be configured to be triggered by the creation or update of something that matched your predefined conditions, or they can be configured to be manually triggered.
To create new workflows, just click on the "Add New" button on the left of the Workflow Editor. Then, be sure to name your workflow in the "Workflow Title" field.
Defining the Workflow Trigger
The workflow trigger is a required element. Click on the "+" button in the "When this happens..." field to create and define the trigger. The object that triggered the workflow will be passed into the action sequence for data processing.
Defining the Workflow Actions
Workflows need to have at least one action. Click on the "+" button in the "Do this..." area to create and define the desired actions. Each action may also return a new data object (or pass on the data object from the previous step), so you can create a series of actions on the same data object.
Turning Workflows On and Off
By default, workflows are turned off. When the workflow is properly configured with no invalid values, you can turn it on by switching the toggle in the "Workflow Status" to the ON position. When you no longer need certain workflows, you can disable the workflow to prevent it from being triggered.
Things You Should Know
- Workflows are synced across your devices! So if you created workflows on your primary Mac, then you don't need to do the same thing on your second computer.
- Workflows are triggered locally, right on your computer. This means all the programmed actions will take place as soon as the workflows are triggered. This also means that if Pagico is not running, the workflows are not triggered even if changes are made via your mobile device or via other cloud-based APIs.
- To prevent the runaway situation where workflows are repeatedly triggered by changes made by the same workflow (an infinite loop situation), each data object could only trigger each workflow only once.
- How did your workflows run? You can check the execution results in the Notification panel, or by going to the Workflow Editor, which shows you 5 recent executions of each workflow and their recent errors (if any).
- The Send Email action is rate limited to 24 per day at the moment. This limit may increase in the near future as the system and service stabilizes.
- At the moment, the Automated Workflow feature is in BETA. If you see strange behaviors or run into issues, please don't hesitate and let us know by sending emails to support@pagico.com.