Make the top part of a workflow searchable in notes.
We store particular details about each workflow at the top part of the workflow. For example, if a client needs cash, we start a workflow to send them cash. At the top of the workflow we put information about what account the cash needs to come from, amounts, etc. We want the top part of the workflow with all that information searchable in the "notes" section once the workflow is complete.
24
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Kaitlin Theobald
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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!