Can I link a workflow entry form to a connection request to fill in person information?

Question

I have a client who in onboarding their volunteers from a connection request. They want to be able to open a form from the connection card where they can update attributes as the person meets requirements.

Answer 1

Yes, you can add a manual workflow trigger on the connection request that will open a workflow form.

Workflow will not be Automatically Persisted.

Workflow Attributes will look something like this:

This example has one Activities "Start"

Actions: Set Person (Attribute Set from Entity)

Set Connection (Attribute Set from Entity)

Persist Workflow (Workflow Persist) Immediately

Get the Attribute (Lava Run). This allows the attribute to pre-fill on the form is their is already a value on the person's profile.

Activity for the Form

Activity to Update the Person's attribute (Person Attribute Set)

Redirect (Redirect to Page)

Activity to Complete Workflow