Whether requesting a workflow build, edit, or assessment, properly submitting your request to Teamworks Support ensures it is completed promptly. If a workflow request fails to include the required information, support will need to contact the requestor for more information, which can increase the time to complete the request.
All workflow requests should be sent via email to support@teamworks.com in the format below.
The type of request you are submitting will determine what information is required in your email. Please find instructions below on submitting various workflow requests to Teamworks support.
Subject
[Organization Name] - Workflow [Edit, Build, Automation Edit, Automation Build, or Assessment]
Body for Workflow Build
Title of workflow (as it appears in Compliance + Recruiting)
Launch roles
Number of steps
Process Role Approves for Each Step
Conditional logic (if necessary)
Post-step automations* (i.e., custom email automations, launching another workflow, etc.)
Body for Workflow Edit
Title of workflow (as it appears in Compliance + Recruiting)
Changes to be made (be as detailed as possible)
Body for Workflow Automation Build
Title of Workflow (as appears in Compliance + Recruiting)
Step the automation needs to take place
Is the automation conditional?
Who does the automation go to? (email, process role, or contact)
What is the body of the automation?
Body for Workflow Automation Edit
Title of Workflow (as appears in Compliance + Recruiting)
Changes to be made (be as detailed as possible)
Body for Workflow Assessment
Title of Workflow (as appears in Compliance + Recruiting)
Explanation of the issue you are experiencing (be as detailed as possible)