Workflow Library
Are you interested in what we can do with our workflow feature? In here are short descriptions of some of the workflows we have built. Each of these has the capability to be customised to suit your own situation.
As well as being able to use workflows to automate the sending of invoices we can also use those same workflows to capture user response to those invoices o...
Tue, 22 Sep, 2020 at 2:45 PM
A customer who sends invoices through Calpendo needed to have data manually added to each invoice run when it took place on a monthly basis. As the invoice...
Tue, 22 Sep, 2020 at 2:14 PM
In Calpendo a resource can be set to allow cancellations for bookings. However many of our customers want to be able to know when a user has cancelled a bo...
Tue, 22 Sep, 2020 at 1:37 PM
This workflow relies on our Calpendo Actual Usage recorder being used within your premises. Once CAR is reporting data on how long a user has been using a ...
Tue, 22 Sep, 2020 at 11:58 AM
One of our customers required a means of checking whether booking types for a project were falling into percentage bands. So 50% of bookings for a project ...
Tue, 22 Sep, 2020 at 11:43 AM
Calpendo has the ability to manually import CSV files which can then have their data stored within Calpendo. A couple of our customers have needed to uploa...
Tue, 22 Sep, 2020 at 11:31 AM
One of our customers requested that when a user submits a project and chooses someone as their PI (whether it is themselves or not) the user who is chosen n...
Tue, 22 Sep, 2020 at 11:13 AM
Some of our customers require users in with specific roles to have a menu which is specific to that role. It's a fairly simple workflow but combined wi...
Mon, 21 Sep, 2020 at 3:17 PM
In Calpendo it is possible to add a finish date for projects. Many of our customers have asked for automation to help process that project when it is close...
Tue, 15 Sep, 2020 at 12:19 PM
Calpendo sends out automatic reminders containing default information from the booking. In response to a customer request we added an additional workflow a...
Tue, 15 Sep, 2020 at 10:58 AM