Effivity

Answer a frequently asked question about the Effivity application. Uses AI-powered RAG (Retrieval-Augmented Generation) to search the FAQ knowledge base and provide accurate answers with source links.

ask_faq

Create a new support ticket. Only title and description are required. Module name and support ticket category are optional. Returns only a success or error message.

create_support_ticket

Get metadata for the specified columns in a workflow view. Returns the column configuration and metadata needed to understand the selected columns, including their available values and related configuration.

get_column_metadata

Get the forms and workflow configuration needed to start a new process in a workflow master. Returns the form schema and available actions.

get_workflow_forms

Get detailed information about a specific workflow master including its form schema, views, and configuration.

get_workflow_master

List form data records with pagination for a given workflow master and view. Returns paged results with columns and data. If filters are required, first call get_column_metadata for every filtered column and build filtersJson strictly from its FilterInstructions. Excludes draft records by default unless the user explicitly requests drafts.

list_form_data

List workflow masters (screens/modules). Optionally filter by name using a case-insensitive contains search (e.g. 'Risk', 'Incident'). Returns id, name, code, and status.

list_workflow_masters

Return only the total number of form data records matching filters for a given workflow master and view. Use this when you need a fast count without retrieving records.