Momentum Nodes Momentum Nodes

Momentum Nodes

Stefan Maletic Stefan Maletic

This article will teach Momentum Workflow Admins what each available Momentum nodes are, and what they do!

 

Firstly, what is a Momentum Node?

You can think of a Node as a step in the workflow. Essentially, each node represents an action within the workflow.

This ranges from Emails being sent, Forms to be filled, a waiting period, and the end of an Application!

 

Form

 

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The Form Node is a step in the workflow which requires the Admin to create a form for the Assignee of that Node to fill.

The Form Node is not the Form itself, however, it will hold the Form within.

These Forms are extremely customisable to suit exactly what information you need the Assignee to provide.

View this article to gain a better understanding of what a Form is!: Configure a Feedback Form Activity

 

Email

 

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The Email Node will be used to inform selected users within the application that a form has been filled out or to notify the Assignee of any other relevant information regarding the Application. (via email)
 

Wait

 

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The Wait Node is a function within Momentums that allows you to have a 'waiting period' within a stage of the Application.
The Wait Node will essentially 'Hold' applications in the Node until it is prompted to allow the applications through.
 
Options you will have to choose from when formatting a waiting period are as follows:
  • Crons (This will allow you to schedule intervals of when the Application will be allowed to push through. E.g. 'On the second day of each month', or 'Every Monday, Wednesday, and Friday every two Weeks'.
  • Application Start Date - 'X amount of days/ weeks/ months from the application start date is when the application will be allowed through the Wait Node'.
  • Node Entered Date - 'X amount of days/ weeks/ months from when the application entered the Wait Node is when the Application will be allowed through'.
  • Application Owner Creation Date - 'X amount of days/ weeks/ months from when the Application Owner user account was created is when the application will be allowed through the Wait Node.
  • Constant Date - Used in conjunction with the 'Date Select' Field within a Form. This will allow you to set 'X amount of days/ weeks/ months from the date selected within a Form'

Assign Owner

 

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The "Assign Owner" node allows the current momentum application to be transferred or assigned to a different user within the workflow. Ownership can be assigned to a pre-determined static user, meaning the same user is assigned ownership each time, or dynamically based on a user selection field in a form. This flexibility ensures the right user is designated as the owner as the workflow progresses.

 

Assign Cohort

 

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The "Assign Cohort" node assigns a user to a pre-determined group or cohort as part of the workflow. This grouping helps organise users into specific categories based on defined criteria, such as role, department, or other characteristics. Once a user passes through this node, they are automatically placed into the specified cohort, enabling targeted actions such as enrolments, communications, or permissions tailored to that group.

 

Create User

 

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The "Create User" node generates a new user account based on the information submitted through a form. The four required fields are First Name, Last Name, Email, and Username. When a form is completed and passes through this node, the data from these fields is used to automatically create the user account within the system. You'll need to link each of the fields that capture the new user information to a constant, ensuring the correct data flows into the appropriate fields during the user creation process.

 

Course Enrolment

 

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The "Course Enrolment" node automatically enrolls a user into a pre-determined course when the application transitions through the node. This ensures that users are seamlessly added to the relevant course without manual intervention, streamlining the process and ensuring timely enrolment into the appropriate learning content as part of the workflow.

 

Course Completion

 

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The "Course Completion" node marks a user as complete for a pre-determined course when the workflow transitions through the node. The completion date can be set dynamically at the time of the transition, assigned based on a pre-determined static date, or selected through a date field in a form. This node streamlines the completion process, ensuring accurate and timely course completion records.

 

Terminal

 

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The Terminal Node indicates the end of the Workflow/ Application.

When an application reaches Terminal, this can be because the application was rejected at any stage, or it can simply mean the success of an application is complete, reaching its last actionable stage.

Each Terminal Node can be configured to represent the stage at which the application reached its end.

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