Additional Workflow Capabilities

Need increased capability in workflows! Ability to edit a workflow once it is created, currently need to copy, make changes, and activate. Notifications for actions that are assigned in the workflow. More options for customization and automation based on constituency code or visit dates. Currently the only thing that can be automated is sending an email.

  • Denise Czapla
  • Jun 16 2021
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  • Denise Czapla commented
    July 09, 2021 15:37

    This is also necessary when changes in staff arise, the ability to edit which staff member is assigned to actions.