Template Update Push to Open Workflows
when modifying a workflow process, it would be nice to have the added elements added directly to the client records that already have that workflow attached.
This suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new, or email us at training@redtailtechnology.com to set up a training session on other Redtail features and products that can help accomplish the end goal.
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Renee commented
This is what I was thinking as well. So, retroactively it would allow existing workflow contacts to have the same modification
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Coleen Gregory commented
This would be extremely helpful. We use a workflow templates for our Client Reviews and it would great when we have to make updates to the template that the changes be applied accordingly and propagated to all the clients who have been assigned that workflow.
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Kayla Fik commented
I'd love a feature that would update all existing workflows created from a particular template when changes are made to a template. I've made some updates to one in particular and would like to update the 20 or so in progress workflows that use that template with the changes I've made. Doing it one by one is going to be so time-consuming!
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Anonymous commented
Have edits that you make to your Workflow template ALSO be incorporated into existing templates so that you can improve ALL workflows simultaneously
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Alyssa commented
I was just thinking the same thing this morning!!
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Robin commented
In workflow when you change anything on the template, including an outcome, it should also apply to any contact that is already in the workflow.