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.

• 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.

• 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.