Branching or Contingent Next Workflow Feature | Voters

Branching or Contingent Next Workflow Feature

planned

Mike Rauth

Allow next workflow (NWF) to be one of many and contingent upon which of 2 tasks is completed. For example; if prospect signs agreement, then NWF=Onboard Client, if the prospect doesn't sign the agreement, then NWF=move to lost.

Created by James Wheadon

December 16, 2021

Mike Rauth

Cooper Shubert Can you update me on this feature request. Essentially, I would like the next workflow to be contingent on a form field. Similar to the way tasks can be contingent. This way the process can branch based on the specific client situation.

Fred Egler

marked this post as

planned

Fred Egler

Hi Mike Rauth - James passed along your message to me. We are currently in the process of designing and scoping this functionality in order to determine the most valuable solution, as well as when we can deliver it.
We actually currently have a Feedback Friday survey live one this very topic; if you have a moment, would you please share your thoughts? You can find the survey here: https://hubly.typeform.com/to/Ohn52mZT
Thank you!

Mike Rauth

James Wheadon Can please you give us an update on the status of this feature?

Fred Egler

Merged in a post:

Automate "Move to Next Workflows"

James Hindes

Trigger: Workflow marked complete

Action: Automatically move the client to the next workflow, don't require the button click in the card.

August 19, 2022

AJ Stevenson

Exactly, it is flawed by automatically starting multiple workflows and then having to delete. If I put multiple next workflows in the template, then I should have the option to select which one based on the outcome of the existing workflow