Automations - Overview

Automations play a vital role in Rosterfy, enabling you to streamline repetitive tasks and significantly decrease the time spent on administrative duties.

 


Overview

Automations in Rosterfy are designed to streamline various processes throughout the volunteer journey and for your events, eliminating the need to perform repetitive tasks. These automations consist of Tasks and Actions, each of which can be governed by specific rules that dictate when or why the automation should be triggered.

You can think of automations as following an If This, Then That framework. In this analogy, the Task represents the If This condition, while the Action corresponds to the Then That outcome.

 


Creating an Automation

Automations play a vital role in Rosterfy, enabling you to streamline repetitive tasks and significantly decrease the time spent on administrative duties.

Check out the Creating Automations article for more information.

 


Inheriting Automations to Sub-accounts

Automations can be marked as inheritable to sub-accounts.

This feature can be enabled within the Organization Settings > Advanced. An option labelled Enable Automation Inheritance

Automation - Inherit-png

When enabling the inheritance, it is important to note:

  • By default, all sub-accounts are selected for the inheritance.
  • A checkbox labeled, Allow Automation to be Inheritable, will be added to automation settings, allowing the automation to be shared with either, all sub-accounts or specific sub-accounts.
  • Automations can be marked as inheritable regardless of whether the sub-account has been created already.
  • The inherited automations will appear in sub-accounts as read-only.
  • Actions in inherited automations that use branding will adopt the branding of the sub-account once inherited.
  • Any unsupported Automation actions in the list will be highlighted in red for admin users.
  • Admins within the sub-account can copy inherited automations, however this will break the sync with the automation within the parent. A confirmation pop-up will be presented to inform the admin.
  • Automation inheritance is backwards compatible, meaning if the inherit automations checkbox is unticked, all inherited automations will be removed from sub-accounts. 
  • While the majority of automation tasks and actions are compatible with the inheritance, there are some tasks and actions that are not able to be inherited. Be sure to check the list of available automation tasks and actions.

Automation Inheritance-png

 


Automation Tasks

When creating automations, the following tasks are available:

Task How is it triggered? Inherit
 Admin Console Request on User List  Manually from the Admin Console
 Certificate - Download  When a certificate is downloaded  
 Contract - Accepted  When a User completes a document signing   
 Event - Cancelled  When an Event is cancelled  
Event - Date Reminder Based on an Event Date
 Event - Submit Shift Application  When a User submits a Shift application  
 Event Shift - Apply  When a User applies to a Shift  
 Event Shift - Scheduled End  Based on the scheduled end time of a Shift  
 Event Shift - Scheduled Start  Based on the scheduled start time of a Shift
 Event Shift - Swap  When a User swaps one Shift to another  
 Event Shift - Update  Based an update to a selected Shift field  
 Event Shift - Waitlist  When a User joins a waitlist for a Shift  
 Event Shift User - Check In  When a User checks in for a Shift
 Event Shift User - Check Out  When a User checks out of a Shift  
 Event Shift User - Feedback  When a User completes a Shift feedback form  
 Event Shift User - Status Changed When a Users Shift status is changed
Event User - Cancel Expression of Interest When a User cancels their expression of Interest  
Event User - Date Reminder Based on a selected Event User date field
Event User - Expression of Interest When a User completes an expression of interest  
Event User - Feedback Completed When a User completes an Event feedback form  
Event User - Status Changed When an Event Users status is changed  
Form - Process When a User completes a form
Journey Step - Complete When a User completes a Journey step  
Multi Event Shift List - Confirm When a User confirms a list of Shifts  
Multi Event Shift List - Decline When a User declines a list of Shifts  
Parent Consent - Consent Created When a parent gives parental consent  
Reference Check - Referee Created When a referee is created for reference check  
Reference Check - Reminder Reminder for a referee to complete a check  
Reward - Redeem When a User redeems a reward item  
Role Offer - Expire When a Role Offer expires  
Role Offer - Feedback When a User provides feedback on Role Offer  
Role Offer User - Date Reminder Based on a selected Role Offer User date field
Role Offer User - Exceed Maximum Age    
Role Offer User - Status Changed When a Role Offer User's record status is changed
Role Offer User - Waitlist Unresponsive When a Role Offer User on a waitlist is unresponsive  
Shift Journey - Expire When a Shift Journey expires  
Subaccount - Register When a User registers to a sub-account  
Training - Complete When a User completes a training module
Training - Expire When a User's training module expires  
User - Date Reminder Based on a selected User date field
User - Email Verified When a User verifies their email address  
User - Join Subaccount (Run on Child) When a User joins a sub-account on the portal
User - Join Subaccount (Run on Parent) When a User joins a sub-account on the portal
User - Register When a User registers through a public form  
User - Update Password When a User updates their password  
User Is Unreachable (Marked Email as Spam) When a User marks an email from Rosterfy as Spam, resulting in them being marked unreachable by email  

 

Note: Please be aware that we are continually improving and expanding the available automation tasks. As a result, this list may not be exhaustive and new tasks may be introduced over time.

 


Automation Actions

When creating automations, the following actions are available:

Action What it does? Inherit
Assign User to Functional Area Assigns a User to a selected Functional Area  
Assign User to Group Assigns a User to a selected Group  
Assign User to Role Offer Assigns a User to a selected Role Offer  
Assign User to Training Assigns a User to a selected training module  
Assign User Type Assigns a User to a selected User Type  
Certificate - Assign Assigns a selected Certificate to the User  
Email Email a selected email template to the User
Email to Account Contact Email a selected email template to contact
Email to Email Attribute  
Email to Event Leader Email a selected email template to the event leader
Email to Event User Email a selected email template to the event user
Email to Shift Leader Email a selected email template to the shift leader
Email to Shift User Email a selected email template to the shift user
Email to Specific Email Address Email a selected email template to a specific email address
Notification Send a selected notification template to the user  
Remove User from Group Remove the User from the selected group  
Remove User from Training Remove the User from the selected training module  
Reward Points - Send Allocated the specified amount of reward points to the User  
Rewards & Recognition Item - Assign Assign a selected reward & recognition item to the User
SMS Send a selected SMS template to the User  
SMS to Phone Attribute    
Update Event User Status Update the User's Event to a selected status
Update Role Offer User Status Updated the selected Role Offer to the selected status  
User Attribute - Update Update the selected User field
User Checkpoint - Update Change the User to the selected checkpoint

 

Note: Please be aware that we are continually improving and expanding the available automation actions. As a result, this list may not be exhaustive and new actions may be introduced over time.