Sophie Crawley
Articles
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Arbor Workflows: Assets: Files
This article will guide you through the process of adding Files as Assets on the Arbor Workflows platform, enabling you to streamline workflows and keep everything connected and organised. Adding F...
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Arbor Workflows x Google Drive
Connect to your Google Drive to allow automated folder creation and document uploads. This feature is available on the MAT Advanced Tier and the schools within that MAT. OverviewThe Google Drive in...
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Arbor Workflows: My New Term (MyNewTerm)
Connect Arbor Workflows to MyNewTerm to allow automated kick off of a Onboarding workflow for new starters. This will need to be actioned before any workflows can be triggered. How does this work?F...
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Arbor Workflows: Bulk or Batch Trigger of a Workflow
What is Batch used for?Batch is the ideal tool to use when you want to trigger multiple workflows at once. To do this, you require a CSV file (spreadsheet) that contains the relevant data, allowing...
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Arbor Workflows: How do I add a new Collection?
Creating and Managing Workflow CollectionsCollections (formerly known as Habits) are a powerful way to group related workflows together. What is a Workflow Collection?In Arbor Workflows, a Collecti...
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Arbor Workflows: Naming a Workflow
Workflow NameYou can add a name for your workflow here. Ensure it's both clear and concise, as this name will be how your workflow is displayed in the workflow index. Learn a bit more about this wi...
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Arbor Workflows: Renaming a Workflow
FAQ: How can I change the name of a Workflow? Changing your workflow name is simple but you will need to have permissions to make changes to the workflow to change this. This is the name that ident...
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Arbor Workflows: Building from a Template
Using a template is often the fastest way to turn a manual process into an automated one. Templates are designed to save you time by providing pre-built drafts for common processes. Whether you are...
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Arbor Workflows: The Template Library
Arbor Workflows is now a fully integrated extension of your Arbor MIS. Whether you are looking to automate a staff leave request or orchestrate a complex, multi-stage student enrolment process, the...
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Arbor Workflows: Arbor Roles
In Arbor Workflows, Arbor Roles will show you the Arbor business roles that have synced from your MIS which you can then use as Tags in your Workflows when building them. Where a role can be used, ...