Kaitlin Kaveler
My feedback
4 results found
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386 votes
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!
Kaitlin Kaveler
supported this idea
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271 votes
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!
An error occurred while saving the comment Kaitlin Kaveler
supported this idea
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139 votes
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!
Kaitlin Kaveler
supported this idea
·
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599 votes
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!
Kaitlin Kaveler
supported this idea
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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.