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Create a workflow based on Invoice or other transaction types
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1
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15
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August 7, 2026
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View Workflow Results on the Workflow
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1
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18
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April 27, 2026
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Workflow test email
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0
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14
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February 3, 2026
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Workflow Templates
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0
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14
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February 3, 2026
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Workflow Enhancement Request - Ability to not trigger new actions until previous ones finished similar to how Multitouches worked
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0
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15
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February 3, 2026
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Workflow - Add Task number merge field
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0
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7
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February 3, 2026
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Workflow - Add Task Assigned to merge field
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0
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6
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February 3, 2026
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Work Flow add Merge Field for Start Time in all communications
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0
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8
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February 3, 2026
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To implement a more dynamic audit log within the Workflow
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0
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16
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February 3, 2026
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To Have Workflow Triggers Based On Transactions Dataset
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0
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13
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February 3, 2026
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Stop Workflow emails when Survey or Form is submitted by the recepient
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0
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19
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February 3, 2026
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Sort Workflow Que by Customer/Vendor
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0
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7
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February 3, 2026
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Request to add Appointments dataset to workflow triggers
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0
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20
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February 3, 2026
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Have the same email fields available in the TO field also available in the CC/BCC fields in Workflow Emails
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0
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8
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February 3, 2026
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Ability to add task created from a workflow into a Project and Milestones
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0
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27
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February 3, 2026
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Allow Item Group Qty Filters for Sales Order datasets in Report Builder and Workflows
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0
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11
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February 3, 2026
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Add Recipient First, Full, and Last Name Merge Fields to Workflow Send Discussion Action
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0
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11
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February 3, 2026
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Add Project and Sales Order Merge Fields to Task-Based Workflow Email Triggers
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0
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12
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February 3, 2026
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Add Inventory as a dataset to Workflows
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0
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18
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February 3, 2026
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Add Discussions dataset to Workflows
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0
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13
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February 3, 2026
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Add Customer Profile in Workflows
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0
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8
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February 3, 2026
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