Automation Create & Assign Workflow
I would like to be able to have the automation create a workflow and assign it to the person who triggered the automation.
For instance, Person A in the office adds a New Contact with the Status set to Prospect. We have a workflow for the steps that need to be done immediately when there is a new prospect. I would like to be able to create the workflow AND assign the workflow to Person A.
6
votes
Scott Crane
shared this idea
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Scott Crane commented
Thanks for the solution Curtis
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Curtis Ware commented
This can currently be done by assigning the Workflow Tasks to "Creating User" in the Workflow Template