Link from middle of one Workflow to start another Workflow
planned
B
Babette Switzer
We would like to be able to link to another workflow in the middle of a primary workflow, no just at the end when completed. When Client Services is working on their workflow and a certain point we would like for another team to start a workflow, so we have a step to notify that team, but if the workflow could be linked then all that new team member would have to do is click the link to start.
Fred Egler
planned
N
Nick Noll
We would see a lot of value in this as well. We are new to Hubly but have found several instances where being able to open a new workflow from the middle of a workflow would be very valuable
Fred Egler
under review
Fred Egler
Thank you for this feedback! So, instead of a task that says "start X workflow" where a user would then go to that workflow and add that client, you'd like to see some sort of link in the middle of the workflow (potentially an option within a specific task) to add the client to another workflow?
B
Babette Switzer
Fred Egler: Yes, we might have two people that are in one workflow. Client services might be doing a workflow for a deceased client, but then operations needs to get in the middle of it, if they could have a step that says "notify operations of client death" then when operations gets to the workflow to check it off the link would be right there to start the right workflow. We have several things where one step works but once the paperwork is uploaded to a sponsor then the workflow actually changes and it would be nice to have the next one linked with it. I would be happy to explain it further in a call if you need more clarification.
Fred Egler
Babette Switzer: thanks very much, that makes sense!
B
Babette Switzer
Fred Egler: I keep finding ways to use this feature. Hope it gets implemented.