Workflow Scheduler version comparison
| myEvolv | myEvolv NX |
|---|---|
| Agency Setup > Workflows Setup > By Type | Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup |
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Navigate to separate forms. Agency Setup > Workflows Setup > By Type > Client |
Select from a menu.
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| Search for workflow rules is limited to standard listing. |
Search for workflow rules based on one or more options.
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Qualifiers - Use a separate form to add, edit, or delete qualifiers for a rule. |
Qualifiers - Maintained in a grid within the Rule Designer. |
| Triggers - When adding a new trigger the system prompts the user to indicate if the trigger is an initial event. | Triggers - Select the Initial? check box to indicate an initial event. |
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Events and tasks - When adding an event for a family case member rule type, the system prompts the user to indicate if they are scheduling tasks for clients. |
Events and tasks - Select the Is For Clients? check box to schedule tasks for clients. |
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Schedules - Includes Due (Other). For initial schedules the milestone fields display if the user selects Milestone as the schedule type. |
Schedules - Does not include Due (Other). The milestone fields display on the form and are available or unavailable depending on the initial status and the schedule type. |
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All rule components have an independent save routine. |
All rule components are captured by clicking Save on the Rule Designer. |