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Re: How to have automation trigger request(s) for approval to multiple contacts?
@CJ Richards what you did is the only way to have this set up unless you introduce additional triggers that could keep the initial workflow running and not stopping at the first leg.1 · -
Re: Can I create one workflow to notify multiple conditional paths or does each condition need it's own?
@dbarrett013 I think the workflow stops once the first leg/first project is executed because there's no trigger asking it to check the rest of your conditions. I guess you should try separating these…1 · -
Re: Date/Time Stamp Option
@Paul Newcome I am testing with your method. It worked yesterday, but today I am getting weird times. Not sure why it keeps switching between EST and PST from the automation itself. No idea what brok…1 · -
Generate Documents - automation
Does anyone know if generate documents can be used in Automations? Specifically if a condition is met for a record row, we would like to have a workflow where a PDF would be generated and e-mailed to…1 · -
Re: Upcoming changes to our automated notifications - live today 17th April 2020
We have also submitted enhancement requests. Not sure if they will go back on this one, but we are having big issues as our users are freaking out since they now get e-mails from people they don't us…1 ·