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Video Guides for Operate Workflows

Video Guides for Operate Workflows

Workflow rules and actions configuration video tutorials
Stuart Stapley avatar
Written by Stuart Stapley. Updated over a week ago

Workflows Overview

Configuring Workflow Rules

Configuring Email Alert Actions
for Automated Emails

Configuring SMS Alert Workflow Actions  for Auto SMS Messaging

Configuring Field Update Actions to Auto-Update Operate Fields

Configuring Task Workflow Actions to Auto-Create Operate User Tasks


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