Workflow Screen as sidebar

Jacque McQuillan

When creating notifications, I like to use the {{ }} to customize my emails. However, when the Workflow screen pops up, I can no longer see my column headers. Because the {{ }} have to have the exact title of the column otherwise, they don't work, I have to open a second browser to be able to see what I am doing.

Something like the picture attached so I can see the columns and scroll as needed.

Sidebar for Automation.pdf

Kelly P.

@Jacque McQuillan

I agree; this would be helpful!!

As a workaround, you can "pretend" you're adding another condition to the workflow and then when you click on "Select a field" you'll see your column names. Unfortunately, you'll still have to remember (rather than copy/paste).

Jacque McQuillan

Thanks. I normally just have the sheet open on two screens, but thanks!

A.J.

While using two screens fixes this for some, if you're traveling/working on a laptop, having the workflow generator on a side ribbon would be quite helpful.