From Workflow to Workflow
When a workflow is done, being able to set up an automation to detect when a workflow is done and assign another workflow to the client(s).
87
votes
Aaron B.
shared this idea
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!
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Jennifer Hodges commented
Possibly add a checkbox for the automation as not all workflows need another one created.
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Brenna
commented
Yes. For instance, when a workflow is completed, it automatically generates another workflow for next year. I tried automations but was told this is not possible.