With automation workflows, allow custom naming convention of automatically generated workflow
would like to be able to insert client name into the title of the workflow that's generated from an automation workflow so that all our automatically generated workflows don't have the same generic title as the template from which they are created.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
Eva Jennings commented
Along the same lines, to be able to code some other identifiable variable into the workflow name like client name, account number, linked activity subject or just a date for automated workflows. A random number would even help like the workflow ID. There are dropdowns lists in several places where you can't distinguish between the workflows generated by an automation because they all have the same name.
I imagine being able to put something in the template workflow name - code variables; something like "Send Account Documents to {Linked Client} - {Date}"