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Conditional Logic and Wizard Options in Automation and Workflows

XPlan and IO both have this functionality. Plannr’s Automation and Workflows are very simplistic at present. We need to be able to create decision trees in Workflows and Automation based on field values (Client, Case etc), and we need to be able to generate pop-up box wizards that then change the output of a workflow or automation.

Area of the system
Status: Accepting Feedback

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