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Ability to trigger a workflow against a Plan

Feature RequestWorkflow

Currently you’re able to trigger a workflow against a Case and Client, but not against a Plan… Despite the fact you can add a task to a Plan.

It would be helpful to be able to start a workflow against a plan too.

Area of the system
Posted by Gary Rogers ·
Status: Planned1 comment

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Comments1

  • Gareth (G) Thompson

    Team•

    Mar 9

    Hey all, just a note to say that I’m looking into the changes needed to get this to work. Will report back shortly!