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Advanced Workflow Features

This is an overview of advanced workflow features.

Boni Newberry avatar
Written by Boni Newberry
Updated over a year ago

Workflow Features by User Experience

  • Search by Workflow Name, Reason and Step

  • Add Notes to workflows

  • Add Workflow Steps to Activated Workflow

  • Edit Workflow Steps within Activated Workflow

  • And more!


Workflow Email Notifications


Product Number listed on Associated Workflow Step Notes

The product number on any associated workflow step notes will display so that users can better understand the note contents being referenced.

πŸ” Tip: We now include date, time and author for each workflow step note recorded. This information is also visible after a workflow has been completed and users need to reference this later.


Storing Email Templates in Workflow Steps



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