Forms & Conditions Improvements
M
Meghan K Rutherford
I would like a Date Field in a form to have the ability to create an Important Client Date in Hubly. Example - we indicate via a form the date an ADV was sent or a Fee Agreement was updated, and it automatically updates the Important Client Date field from the form.
Hubly Support
I would like the option to use a form field answer to create a tag automatically. Example: We have a prospecting process and we have a form to indicate what path the prospect is on - I would love my answer to add them to the appropriate tag for example "Drip Prospect" "High Prospect" "Low Prospect", then those tags can kick off other work in Email campaign tools.
M
Meghan K Rutherford
Another use case - I could select the Service Tier in my onboarding workflow, and it would automatically create the tag. Then we use that tag to launch servicing workflows.
Hubly Support
I would like to use answers from a form I created in one workflow to carry over into another workflow. Example: I answer a bunch of questions in Acct Opening, and I may need to use some of those same fields in Acct Transfer, I don't want to have to keep toggling back and forth between workflows to see the form responses, I want access to them in another WF
Louis Retief
Merged in a post:
Next Workflow Improvements
T
Taylor Fritza
Consolidated feedback from customers on general improvements on next workflows improvements
Louis Retief
Merged in a post:
Add client-specific tasks to a future Workflow
C
Clifton Yasutomi
The idea is to be able to add client-specific tasks to a future Workflow. At the moment, this is possible only on the following Next Workflow, not for any Workflows that come afterwards in a Process.
Louis Retief
Merged in a post:
Automatic Dates to Workflow Titles
S
Susan Rudolph
Ability to automatically add a date to a workflow title (ex. "Monthly Review - MMYY") rather than manually renaming each month to allow easier tracking when duplicate workflows are active for a client.
Louis Retief
Merged in a post:
Automatic Workflow Renaming
T
Traci Diedrich
For organization and ease of identification, it would be helpful to rename the workflow you are assigning when you are assigning it. Example, for an account opening workflow, you could assign the account opening workflow template to the client and rename it at the same time to specify what type of new account is being opened. Currently, we need to assign the workflow, then go back and click rename.
Louis Retief
Merged in a post:
Customizable Task Conditions
K
Karina Foster
Currently there are specific options for setting up "task conditions". The only two options are "contains any" or "contains all", would like the choice for "doesnt contain any" or "doesnt contain all". I would like the workflow to skip the task for clients that have a specific tag but currently its only able to do the opposite.
Louis Retief
Merged in a post:
Allow for more than one task condition to work off the form selection
R
Rebecca Loeffler
It would be awesome if we could have multiple tasks work on a selected condition. For example, from the form selection drop down, I select the account type "Trust" and have more than 1 condition set up to start.
Louis Retief
Merged in a post:
Make the Required Field checkbox more visible
Blair Owens
When creating a form field, the field is automatically marked as a Required Field. The button to open the settings where the Required Field checkbox lives is not very visible.
Suggestion would be to make the options menu more visible as well as add the Required Field checkbox onto the section when you're creating the field.
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