Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
You can design and write queries that create family workgroups. The workgroups you create are then immediately available in ParishSOFT Family Directory where you can perform workgroup-related tasks, such as creating labels and reports and sending email to families in the workgroup.
IMPORTANT: Unlike other types of queries, the workgroups you create are not dynamically updated. Therefore, if you need to change the information for a query-created workgroup, you must edit the query, run it again, and then save the newly created workgroup with a different name. You can remove the obsolete workgroup from your system using the delete feature on the Family Workgroups page.
Build out the query by selecting Result Columns and Query Conditions.
- A family workgroup query must include the Family DUID column.
Click Execute Query to run the query.
The results are displayed in the Query Results panel.
Now, create a workgroup using the results of your query.
At the top of the Query Results panel, click Query Results.
From the menu, select the Create Family Workgroup option.
The Create Family Workgroup window opens.
Type a name for the workgroup and select the name of the owner organization.
Only organizations tied to staff permissions and login credentials are available for selection in the Owner Organization list.
Click Create.
A message displays to inform you that the workgroup was successfully created.
The family workgroup you created is now available in ParishSOFT Family Directory anywhere you use or see family workgroups.
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