Motion 2 Dependencies

  • CRM Records - CRM creates people records using first name, last name, and email

    • Person records created in CRM are used to create User records and passwords.

  • CRM Entities - CRM Entities control data mapping and storage

    • CRM fields are added in Motion 2 workflows using form field tasks and mapped back to CRM entities.

  • Data Groups - Controls multi-option field selection

    • Data groups control what options appear in a drop-down or checkbox within a field.

  • Users- Grants permissions to CRM records
    • User roles created in Motion 2 pull from User groups to control who can complete a secondary task.
    • User permissions control what Site Planner pages, such as Admin dashboard pages, are visible to a user.

    • User permissions control what CRM entities are visible to a user.
  • Site Planner- Site Planner creates a front-end dashboard using modules
    • The New Motion 2 workflow triggered via kickoff creates a CRM record (if the site user does not already have one) and begins dropping data into the CRM record.
    • Motion 2 workflow triggered via kickoff task creates an instance in Motion 2.
    • Dashboard tasks from Motion 2 are displayed using the Task List Module published in Site Planner.
  • System Messages - Controls notifications sent to user email addresses

Modified on Thu, 28 Sep 2023 at 02:38 PM

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Make sure these features are added to your Site Stacker installation by learning how to run updates here!