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5 results found

  1. When using the batch update for a Lookup - Autocomplete custom field having the ability to search the list of options is helpful when navigating a long list of options. Currently you must scroll through the alphabetical list which is time consuming and prone to errors.

    5 votes

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  2. The list view search and filter criteria far exceeds the workflow search (which only allows 1 condition). Would love to see the functionality that is currently available in UTA searches be applied to workflow and task searches

    1 vote

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    Proposed Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  3. It would be nice if there was an easy way to mark a Task Connector as "Do this thing if none of the other Task Connectors work."

    Right now, let's say you have 10 Task Connectors, and each Task Connector is dependant on the outcome of a drop-down field on a form. In order to do a "none-of-the-above", you would have to do something manually like "@dropdown@" NOT IN ('option1','option2',etc...). Instead of having to account for every situation, just having a flag would simplify the whole workflow design.

    2 votes

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  4. When building a linear workflow, there's some additional config overhead that could be removed if we had a "auto-connect" feature in workflow tasks that connected first task in firing order to the next (and so on and so forth) until the end

    1 vote

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    Proposed Idea  ·  0 comments  ·  Workflow  ·  Admin →
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  5. As it is right now, you can select a workflow to run on each record that's returned in a report. It would be great if in the workflow you could reference the columns of the report.

    For example, you have some report that has a bunch of formulas/criteria on it and you need to send an email for each record returned by the report.

    If the workflow could reference the data in the current row by column index to populate values to the email being sent, this would open up the possibility for some interesting things as reports can be…

    1 vote

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    Feedback Needed  ·  0 comments  ·  Workflow  ·  Admin →
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