Workflow generated with each instance of recurring activity
Having the ability to have a recurring activity trigger an automation that generates a workflow would be helpful. Right now the automation only starts a workflow when you create the activity. when the activity recurs the automation ignores it. This would help with our billing & review process.
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!
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Eva Jennings commented
My work around for this has been to save and clone the recurring activity. If there is an automation set up, cloning will trigger the workflow(s). Then I delete the original activity by clicking the back button on the browser to go back to the original activity to make sure I delete the correct one. This way the workflows are still connected to the activity and you don't have to manually add them to the client.
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Brian Parke commented
To the developers: this is the most powerful tool you can provide your client. Manual entry of workflows is not efficient for tasks which happen on a recurring basis. Per my quick research, similar suggestions to this have been made to you since 2012.
Guys, get your act together and figure out a way to systematically generate workflows on a schedule, just as you can with your activities.
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Shantel commented
It would be good to have a workflow automation trigger for reoccurring activities. In our office we have scheduled monthly activities that go along with workflows but the workflows have to be triggered manually to coincide with the reoccurring activities.