Name of Feature/Request: Make Task Custom Fields Available as Merge Field in Workflows when the Triggered is based on Task
What financial, time savings, or quality of life improvements will occur from this: To make Task Custom Fields Available in Merge Fields when Workflows is Triggered by Task | Frequency: During Operations | The customer has a workflow that requires updating the task, and they plan to use these fields updated by the customer/Employee to track when a task has been modified
Attempted Solutions So Far: At this time, we are reviewing whether using the discussion and adding it as a filter will meet the customer’s needs.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: I would like the custom fields be included in the merge fields, so we can use the trigger emails/sms more efficiently. | Previously accomplished: This is a new process for the customer
StrivenID: 5680279