Boards, Approvals & Automation
Kanban boards for orders, configurable stages, approval workflows, and automations.
Approvals
Automation
- Automations overviewWhat automations are and how they run "when X happens, do Y" rules in Fiddle.
- Build an automationCreate a "when X happens, do Y" rule step by step in the visual builder.
- Automation triggers and actionsThe events that start automations and the actions they can perform in Fiddle.
- Alerts and notificationsHow automations notify the right people in-app and by email in Fiddle.
Boards
- Boards overviewSee how Kanban-style boards visualize your orders as they move through stages.
- Boards for sales, purchase, and work ordersWhich order types support boards and how to use a board per workflow.
- Configure stagesAdd, rename, reorder, and remove the columns that make up a board's workflow.
- Assign users to stagesGive each board stage an owner so the right person picks up work at each step.
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