Workflow linked to contacts
While in a workflow, I want to be able to use the "+" button to start another workflow and the new workflow be connected to the same client. We are accidentally starting workflows from within existing workflows and those new workflows aren't connected to any contact.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
Leo O'Connor Jr commented
Yes! I'd love to have an annual review setup workflow triggered at some point during the client onboarding workflow.
Brian Padrick commented
YES! Anybody that gets the power of one workflow will naturally want to embed one inside another, so that the 2nd one can operate inside the first, or all on it's own.
In other words, you stay in that current client's record when the workflow is created, rather than being bumped out.
Kaitlin Theobald commented
Currently, if you start a workflow under a current contact that first workflow is attached to that client. If you start a second workflow while looking at that first workflow, then the second workflow IS NOT attached to that same client (instead it is not attached to any client). We want that second workflow to be attached to the same contact as the first workflow.