Workflows - Quick guide

What is Workflows?

Workflows is a system for creating and executing multi-step data modification processes on participant records. It is designed for live operations (race expos, conferences, sports venues), where staff need a fast, guided, mobile-friendly tool to search participants and update their records on the spot.

  • Configuration Panel — where organizers design and configure workflows.
  • Execution App — where staff execute workflows on real data.

Fundamental Concepts

The Four Steps

Each workflow is built in up to four sequential steps. Some steps may be skipped depending on the use case.

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  1. Search
  2. Select
  3. Action
  4. Confirmation (optional)

1. Query (Search)

The operator enters a value (bib, name, scanned code) to locate participants. Auto‑submit, multiple AND/OR fields, and scanner integration can be configured.

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Mockup — Search screen

2. Select

If the search returns multiple results, the operator chooses one or several. You can define what fields appear in the list and in the detail view.

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Mockup — Selection screen

3. Action

This is the step where data is written or modified: manual fields (text, number, date, dropdown, photo) or automatic fields (static or dynamic).

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Mockup — Action screen

4. Confirm

Optional screen where old/new data is reviewed. It can auto‑dismiss with a timer.

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Mockup — Confirmation screen

Access and Authentication

Each workflow has a PIN. Optionally, authentication can be required (local mode only) to associate operations with the operator.

Event Filtering

The workflow can be restricted to a single event (10K, Half Marathon, etc.).

Data Modes: Local and Remote

 

Note: The choice of data mode is very important.

 

Local mode — downloads the entire participant database to the browser (IndexedDB), works offline, and syncs in the background. Suitable for internal staff.

Remote mode — does not download data; each search goes to the server. Suitable for participant access via link.

 

Comparison

Local Remote
Audience Internal staff Participants
Data on device Full database None
Offline Yes No
Speed Instant Network‑dependent
Privacy Full download Read‑only

 


How to Configure a Workflow

 

Create a New One

  1. Open the Configuration Panel.
  2. Click New Workflow.
  3. Configure the steps.

 

General Information

Field Description
Name Descriptive name of the workflow.
PIN Access code.
Authentication Local mode only.
Event Restricts to a specific event.

 

Search Step (Query)

  • Search fields
  • Equals / contains operators
  • Auto‑submit
  • Scanner
  • Input type
  • OR/AND mode

Selection Step

  • Single/multiple selection
  • Visible and highlighted fields

Action Step

  • Manual fields
  • Automatic fields
  • Show current data

Confirmation Step

  • Enable/disable
  • Auto‑approval
  • Only modified fields

 


 

Execute a Workflow

  1. Open URL / scan QR
  2. Enter PIN
  3. Follow the steps

 

Nota: In local mode it works offline. In remote mode it requires an active connection.

 


 

Tips and Best Practices

  • Use auto-send + scanner for quick operations.
  • Enable authentication when you need traceability.
  • Restrict by event to reduce errors.
  • Enable confirmation for critical changes.
  • Use masks on phone, email, ID.
  • Test workflows in test mode for training.
  • Share public workflows only in remote mode.
  • Avoid using ID numbers as identifiers in remote workflows that modify data.
  • Local mode for internal staff with poor connectivity.

 


 

Some Example Workflows

 

1. Workflow to assign a chip  / Workflow to assign a bib

Query Bib, scannable.
Select Bib, name, surname.
Action Chip number.
Confirm Enabled.

 

2. Automatic Check‑in

Query Registration number.
Select Basic data.
Action checkin = timestamp, operator = currentUser
Confirm Disabled.

 

3. Photo Registration

Query Bib.
Select Basic data.
Action Photo.
Confirm Enabled.

 


 

Additional Use Cases

 

Access Control

Query Credential ID or QR.
Select Name, credential, zones.
Action timestamp, operator, static zone.
Confirm Optional.

 

Sport Event Profile

Query Bib or name.
Select Bib, name, profile status.
Action Phone, shirt, emergency contact, health.
Confirm Enabled.

 

Workflow for bib/product pickup 

Query Bib / name.
Select Bib, name, kit status.
Action kitCollected, timestamp, operator.
Confirm No.

 

Category or Event Change

Query Bib / name.
Select Current event, category.
Action New event / new category.
Confirm Yes.

 

Medical Tagging

Query Bib.
Select Basic medical data.
Action Incident, treatment, severity; timestamp, operator.
Confirm Yes.

 

Task Assignment for Volunteers / Workflow for judges with actions

Query Volunteer ID / name.
Select Multiple.
Action Zone, shift; assignedBy.
Confirm Yes.

 

Self‑Service — Registration Lookup

Designed especially for participants wishing to look up their registration data.

Mode Remote.
Query Bib or email.
Select Basic data.
Action None (read‑only).
Confirm No.

 

Self‑Service — Complete Profile

Designed especially for participants wishing to view and edit certain details of their registration.

Mode Remote.
Query ID (DNI) or confirmation number.
Select Basic data.
Action Phone, emergency contact, shirt.
Confirm Yes.

 


 

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