The "Profile Field Completed" trigger activates a workflow when a new/existing community member fills out a specific custom/default field in the onboarding pop-up.
It's useful for automating actions based on user input—such as adding them to channels based on their job title, enrolling them in relevant courses, or updating their access permissions accordingly.
When a user completes the "Job Title" field in their profile, a workflow is triggered to automatically:
Add the tag "Professional Learner" on Kit
Enroll them in a career development course
Send a welcome email with relevant resources
Step 1: Go to the Admin Panel.
Step 2: In the side menu, click Appearance and select Onboarding.
Step 3: Select the Profile Fields tab.
In the Profile Fields tab, you’ll see two options:
Default Fields
Custom Fields
Step 4: Default Fields.
Step 5: Custom Fields
Step 1: Navigate to your community admin panel by clicking the Admin Panel button.
Step 2: Go to Operations in the side menu and select Workflows.
Step 3: Click Add Workflows.
Step 4: Select Create from the blank card.
Step 5: Enter a workflow name (e.g., "Completed a profile field") and click Save.
Step 6: Select the ‘Submitted an Onboarding Field’ trigger
Step 7: Select the onboarding field that will trigger the workflow when completed. You can choose from both custom and default fields available in your community.
Step 8: You can optionally add a filter before adding the action. This is useful when you want the action to be triggered only under specific conditions—for example, only when the Job Title entered is "Doctor."
Step 9: Once you have completed setting up the workflow, click Save, then Activate to publish.
