Motion 2 Dependencies
- CRM Records - CRM creates people records using first name, last name, and email
- Person records created in CRM are used to create User records and passwords.
- CRM Entities \- CRM Entities control data mapping and storage
- CRM fields are added in Motion 2 workflows using form field tasks and mapped back to CRM entities.
- Data Groups - Controls multi-option field selection
- Data groups control what options appear in a drop-down or checkbox within a field.
- **Users**\- Grants permissions to CRM records
- User roles created in Motion 2 pull from User groups to control who can complete a secondary task.
- User permissions control what Site Planner pages, such as Admin dashboard pages, are visible to a user.
- User permissions control what CRM entities are visible to a user.
- **Site Planner**\- Site Planner creates a front-end dashboard using modules
- The New Motion 2 workflow triggered via kickoff creates a CRM record (if the site user does not already have one) and begins dropping data into the CRM record.
- Motion 2 workflow triggered via kickoff task creates an instance in Motion 2.
- Dashboard tasks from Motion 2 are displayed using the Task List Module published in Site Planner.
- System Messages - Controls notifications sent to user email addresses
Updated on: 14/04/2026
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