Disciple.Tools User Documentation

Disciple.Tools Admin Workflows

Workflows in Disciple.Tools let you automate what happens when records are created or when fields are updated. You define a trigger, optional conditions, and actions. When the trigger fires and all conditions are true, Disciple.Tools runs the actions for you.

What Are Workflows?

A workflow has three parts:

1. Trigger: When the workflow runs. Either when a record is created or when one or more fields are updated.
2. Conditions: Optional rules that must all be true (for example, “Status equals Active” or “Assigned to has a value”). If you add conditions, the workflow runs only when they are satisfied.
3. Actions: What Disciple.Tools does when the trigger and conditions are met. Examples include updating a field, adding a comment, connecting to another record, or running a custom action.

Workflows are defined per record type (for example Contacts or Groups). You can create your own workflows and enable or disable built-in default workflows.

Why Use Workflows?

• Automatically set a field when another field changes (for example, set a milestone when a contact is added to a group).
• Add a comment or notification when something important happens.
• Keep linked fields in sync (for example, group type and health metrics).
• Reduce manual steps so your team can focus on ministry.

Table of Contents

• Accessing the Workflows Page
• Workflows Page Overview
• Creating a Workflow
• Editing and Deleting Workflows
• Triggers and Conditions
• Actions
• Default Workflows
• Troubleshooting

Accessing the Workflows Page

To open the Workflows settings:

1. Go to the WordPress Admin dashboard (click the settings icon ⚙️ on desktop or ☰ on mobile, then select Admin).
2. In the left sidebar, click Settings (D.T).
3. Click the Workflows tab.

For more detail and alternative paths, see Accessing the Workflows Page. For other Settings (D.T) options, see Settings (D.T) overview.