Love this! How about changing Recipes to something like "Automation Rules?"

Hi Ted, All of this sounds logical but I do have a question. Right now we assign "roles' to clients and have a recipe that puts them into the appropriate circle automatically. Will that automatically carry over with the new terminology or will we need to make adjustments manually? Thanks! Mary

Hi @MHK@CS2 - Yes, it's just a terminology change, so you will not have to re-do your recipes. The "circles" you were using before will still apply, just renamed as "roles" instead. 🙂

Yes, I'd suggest this, too. I always thought the word "Recipes" was a very strange choice of words for this automation feature.

Thanks, Ted! I echo the suggestion above to change the term for recipes as well. And since circles are now roles, what will be the new term for roles?

@MHK@CS2 - we were not using the term "roles" in any way, so there is no issue there. 🙂

I’m confused then about how the recipe will still work… when I register a new client I assign them one of two roles, and that triggers what circle they are added to. If the role goes away, it seems like I would need to adjust the recipe in some fashion so people with “Role A” don’t get permissioned to “Circle B.”

Hi @MHK@CS2 - The Crowdstack application does not currently use the term "role" in any sense. Recipes do not either. Recipes have triggers, conditions and actions, but not "roles". You can target specific circles in a recipe (as a "condition" and through certain "actions"). But, to reiterate, this is nothing but a terminology change-- all references to what Crowdstack currently calls "Circles" will be called "Roles" when this release is deployed. It wil not change the behavior of any of your...

@GidgetKat - we're going to make that change, as well. Good idea!

Yay! We totally get confused internally by that term because one of our site components is actual cooking/food recipe database!

Just have to come and "pour one out" for Graemlins. It's been a good run old buddies!

Note: I added "Recipes/Automation Rules" to the list of upcoming changes in the original post above. Thanks again for the suggestion.