Add "On Creation Date" to the Step Due in a workflow Step.
When you create a workflow, you are given the option of setting the Target Date a some point "After Creation Date". So, if you set it to 0 days after creation date, the workflow sets the target date as today. HOWEVER, if you set it up that way and then use automation to trigger it, and that automation triggers when an activity is set and the condition is appointment, EVEN THOUGH the workflow target date is set for today, the workflow target date is set at the future appointment date.
This makes it impossible to have a workflow automatically trigger and require someone to do something today or tomorrow via the workflow. For example, when our admin set up an appointment at some random date in the future, I want her to send out a confirmation by tomorrow. The ultimate target date is always some random time in the future, so I
What I propose is that cannot set up the step prior to the date, because it is always different.
What i propose is that you add "after Creation Date" in the step itself so that I can set the step to be due immediately when the workflow is created.
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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!