Workflow Complete Triggers Additional Workflow
Completion of one workflow should be able to be a trigger event to another workflow. This would allow an automated bridge to connect related workflows.
Anonymous
shared this idea
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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J Hansen
commented
This would make complicated workflows so much easier to manage!!! Right now we have to have a beast of a workflow with every possible outcome incorporated. Being able to branch out to other workflows would be a game changer, and would make us WAY MORE LIKELY to use workflows due to the complexity of designing them properly
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Jill Curran commented
This would be so useful! When an account is opened, we often need an account transfer workflow, a move money workflow, etc. It would be so useful if these were interconnected so that we didn't have to create one monster workflow that is edited or have a bunch of independent ones.
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Tj Binkowski commented
Any update on this feature? It would greatly enhance the functionality of workflows & usability of the system as the hub for operations.
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Traci
commented
Over 2 years later and no updates on this???
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Rich
commented
I like this idea!
Another idea, work on two steps simultaneously and then merge the step paths later in the workflow. It would keep from having to make many workflows for one event/meeting. -
Kody
commented
This would be so helpful and it would truly automate the whole process
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Kaitlin Kaveler
commented
There are many cases where a workflow we use, once completed, has it's last step as a reference to start another workflow. It's easier to have them separate in the case that they do not always follow each other but they will periodically. So having the option to launch the "referenced" workflow within that final step of the active workflow would eliminate the need to attach multiple workflows in case they are not needed.
It is the idea of what the outcomes are but instead of just using a workflow as a reference it would actually take you to it to be completed.
EX) Step 2 of Workflow= "If adviser is meeting with client, see "print meeting notes workflow". If not complete step.
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Anthony Burrola
commented
there are auto workflow conditions that only become used if status are done. i was curious on if there was an ability to make the conditions happen if workflows are completed.