Advanced workflows
Pre-built templates, test mode, run history, About/Policy automations, realm vs area scope.
Looping workflows using forms
Create workflows which loop back on themselves for recurring forms.
Templates — pre-built workflows
Sixteen ready-to-use workflow templates shipped with Carerealm.
Testing a workflow
Dry-run a workflow against a sample payload — see which conditions match and which actions would fire, with zero side effects.
Workflow history
Browse recent runs of a workflow — what fired, when, against what payload, with what outcome.
Workflows for About + Policies
Specific patterns for keeping About sections and policies up to date and acknowledged.
Realm workflows vs area workflows
Two scopes — realm-wide automations vs area-specific ones. How to pick, and what each can do.
The activation buffer
Why a workflow's threshold-based triggers don't fire on day one.
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