Sophie Crawley
Articles
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Arbor Workflows: Issue Checker
The Issue Checker is an inbuilt function that helps to identify issues that will stop your workflow from running effectively. Issues within a WorkflowIf there are any issues within your workflow, t...
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Arbor Workflows: Workflow Documents
A crucial step to ensure your Workflow operates in the way you need is Workflow Documents. Workflow Documents can be PDFs of steps within your workflow or documents that are uploaded into it. We re...
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School MIS and MAT MIS Business Roles and Arbor Workflow Permissions
Within Arbor Workflows, you will notice that 'roles' are referenced in different ways and with different abilities. Arbor Roles can also be referred to as Business Roles and these are directly link...
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Arbor Workflows: Time-Based Triggers
While most workflows are triggered by someone filling out a form, Time-Based Triggers allow you to start a process automatically based on a schedule. What is a Time-Based Trigger?A Time-Based Trigg...
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Arbor Workflows: Send Message
As part of our closer integration with the Arbor MIS, we have upgraded our communication capabilities. The "Send Email" step is being replaced by the more powerful Send Message step.This change ens...
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Arbor Workflows: Arbor Data Step
As you move from manual to automated processes, the Arbor Data step (formerly known as 'Send Something') is your primary tool for pushing information directly into your Arbor MIS.By using this auto...
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Arbor Workflows: My Arbor Data Question Type
Some of the options within the Arbor Data step require a specific question type to to collect this data, in order to be able to tag to it within these automated MIS steps. My Arbor Data is a questi...
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External Users: Logging into Arbor Workflows
Logging into Arbor Workflows: A Guide for External UsersIf you are a parent, supplier, or contractor, you may be asked to interact with a school or Multi-Academy Trust (MAT) via Arbor Workflows.A...
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Introduction to Assets in Arbor Workflows
In Arbor Workflows, an Asset is any external resource—such as a document, a web link, or a template—that you want to include as part of your automated processes.By using Assets, you can ensure tha...
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Arbor Workflows: Form: PDF responses
This is likely to be because PDF Generation was not enabled when the workflow was published. How to Enable PDF Generation To ensure answers are automatically saved as PDFs moving forward, you must ...