# \#workflows **URL:** https://community.striven.com/tag/workflows/23.md [Latest](https://community.striven.com/latest.md) · [Categories](https://community.striven.com/categories.md) · [Tags](https://community.striven.com/tags.md) --- ## [Create a workflow based on Invoice or other transaction types](https://community.striven.com/t/create-a-workflow-based-on-invoice-or-other-transaction-types/3529)
**Author:** [@Sam](https://community.striven.com/u/Sam)\ **Replies:** 1\ **Last updated:** [August 7, 2026, 5:58pm UTC](https://community.striven.com/t/create-a-workflow-based-on-invoice-or-other-transaction-types/3529 "2026-08-07T17:58:14Z")
Name of Feature/Request: Create workflows based on Invoices + other Transaction types What financial, time savings, or quality of life improvements will occur with this: Currently there is no way to automate any emails… --- ## [View Workflow Results on the Workflow](https://community.striven.com/t/view-workflow-results-on-the-workflow/3097)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 1\ **Last updated:** [April 27, 2026, 10:02pm UTC](https://community.striven.com/t/view-workflow-results-on-the-workflow/3097 "2026-04-27T22:02:50Z")
Name of Feature/Request: View Workflow Results on the Workflow What financial, time savings, or quality of life improvements will occur from this: To have the ability to view the “Results” of matched triggers on a Workf… --- ## [Workflow test email](https://community.striven.com/t/workflow-test-email/3155)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/workflow-test-email/3155 "2026-02-03T12:25:50Z")
Name of Feature/Request: Workflow test email What financial, time savings, or quality of life improvements will occur from this: Have a test option for workflows Attempted Solutions So Far: None Listed Digging deep - … --- ## [Workflow Templates](https://community.striven.com/t/workflow-templates/3154)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/workflow-templates/3154 "2026-02-03T12:25:50Z")
Name of Feature/Request: Workflow Templates What financial, time savings, or quality of life improvements will occur from this: /Topic?: When you give someone access to a workflow, can you enable the ability to copy tha… --- ## [Workflow Enhancement Request - Ability to not trigger new actions until previous ones finished similar to how Multitouches worked](https://community.striven.com/t/workflow-enhancement-request-ability-to-not-trigger-new-actions-until-previous-ones-finished-similar-to-how-multitouches-worked/3147)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/workflow-enhancement-request-ability-to-not-trigger-new-actions-until-previous-ones-finished-similar-to-how-multitouches-worked/3147 "2026-02-03T12:25:50Z")
Name of Feature/Request: Workflow Enhancement Request - Ability to not trigger new actions until previous ones finished similar to how Multitouches worked What financial, time savings, or quality of life improvements wi… --- ## [Workflow - Add Task number merge field](https://community.striven.com/t/workflow-add-task-number-merge-field/3143)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/workflow-add-task-number-merge-field/3143 "2026-02-03T12:25:50Z")
Name of Feature/Request: Workflow - Add Task number merge field What financial, time savings, or quality of life improvements will occur from this: Add a Task Number merge field to emails for workflows based on Tasks A… --- ## [Workflow - Add Task Assigned to merge field](https://community.striven.com/t/workflow-add-task-assigned-to-merge-field/3142)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/workflow-add-task-assigned-to-merge-field/3142 "2026-02-03T12:25:50Z")
Name of Feature/Request: Workflow - Add Task Assigned to merge field What financial, time savings, or quality of life improvements will occur from this: Add a Task Assigned To merge field to emails for workflows based o… --- ## [Work Flow add Merge Field for Start Time in all communications](https://community.striven.com/t/work-flow-add-merge-field-for-start-time-in-all-communications/3137)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/work-flow-add-merge-field-for-start-time-in-all-communications/3137 "2026-02-03T12:25:50Z")
Name of Feature/Request: Work Flow add Merge Field for Start Time in all communications What financial, time savings, or quality of life improvements will occur from this: Provide a text message to a customer notifying … --- ## [To implement a more dynamic audit log within the Workflow](https://community.striven.com/t/to-implement-a-more-dynamic-audit-log-within-the-workflow/3040)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/to-implement-a-more-dynamic-audit-log-within-the-workflow/3040 "2026-02-03T12:25:46Z")
Name of Feature/Request: To implement a more dynamic audit log within the Workflow. What financial, time savings, or quality of life improvements will occur from this: To implement a more dynamic audit log within the Wo… --- ## [To Have Workflow Triggers Based On Transactions Dataset](https://community.striven.com/t/to-have-workflow-triggers-based-on-transactions-dataset/3037)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/to-have-workflow-triggers-based-on-transactions-dataset/3037 "2026-02-03T12:25:46Z")
Name of Feature/Request: To Have Workflow Triggers Based On Transactions Dataset What financial, time savings, or quality of life improvements will occur from this: To Have Workflow Triggers Based On Transactions Datase… --- ## [Stop Workflow emails when Survey or Form is submitted by the recepient](https://community.striven.com/t/stop-workflow-emails-when-survey-or-form-is-submitted-by-the-recepient/2875)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/stop-workflow-emails-when-survey-or-form-is-submitted-by-the-recepient/2875 "2026-02-03T12:25:40Z")
Name of Feature/Request: Stop Workflow emails when Survey or Form is submitted by the recepient. What financial, time savings, or quality of life improvements will occur from this: Frequency: Everytime I send a workflow… --- ## [Sort Workflow Que by Customer/Vendor](https://community.striven.com/t/sort-workflow-que-by-customer-vendor/2856)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/sort-workflow-que-by-customer-vendor/2856 "2026-02-03T12:25:39Z")
Name of Feature/Request: Sort Workflow Que by Customer/Vendor What financial, time savings, or quality of life improvements will occur from this: Workflow Que sort by Customer/Vendor Attempted Solutions So Far: None Li… --- ## [Request to add Appointments dataset to workflow triggers](https://community.striven.com/t/request-to-add-appointments-dataset-to-workflow-triggers/2719)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/request-to-add-appointments-dataset-to-workflow-triggers/2719 "2026-02-03T12:25:34Z")
Name of Feature/Request: Request to add Appointments dataset to workflow triggers What financial, time savings, or quality of life improvements will occur from this: To integrate the Appointments dataset into workflow t… --- ## [Have the same email fields available in the TO field also available in the CC/BCC fields in Workflow Emails](https://community.striven.com/t/have-the-same-email-fields-available-in-the-to-field-also-available-in-the-cc-bcc-fields-in-workflow-emails/2196)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/have-the-same-email-fields-available-in-the-to-field-also-available-in-the-cc-bcc-fields-in-workflow-emails/2196 "2026-02-03T12:25:14Z")
Name of Feature/Request: Have the same email fields available in the TO field also available in the CC/BCC fields in Workflow Emails What financial, time savings, or quality of life improvements will occur from this: Ha… --- ## [Ability to add task created from a workflow into a Project and Milestones](https://community.striven.com/t/ability-to-add-task-created-from-a-workflow-into-a-project-and-milestones/1829)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-add-task-created-from-a-workflow-into-a-project-and-milestones/1829 "2026-02-03T12:24:59Z")
Name of Feature/Request: Create Task Workflow Action - Ability to add task into a Project Management and Milestones What financial, time savings, or quality of life improvements will occur from this: Ability to put the … --- ## [Allow Item Group Qty Filters for Sales Order datasets in Report Builder and Workflows](https://community.striven.com/t/allow-item-group-qty-filters-for-sales-order-datasets-in-report-builder-and-workflows/1526)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/allow-item-group-qty-filters-for-sales-order-datasets-in-report-builder-and-workflows/1526 "2026-02-03T12:24:48Z")
Name of Feature/Request: Allow Item Group Qty Filters for Sales Order datasets in Report Builder and Workflows What financial, time savings, or quality of life improvements will occur from this: Improve communication/no… --- ## [Add Recipient First, Full, and Last Name Merge Fields to Workflow Send Discussion Action](https://community.striven.com/t/add-recipient-first-full-and-last-name-merge-fields-to-workflow-send-discussion-action/1388)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-recipient-first-full-and-last-name-merge-fields-to-workflow-send-discussion-action/1388 "2026-02-03T12:24:42Z")
Name of Feature/Request: Add Recipient First, Full, and Last Name Merge Fields to Workflow Send Discussion Action What financial, time savings, or quality of life improvements will occur from this: Make sure that the me… --- ## [Add Project and Sales Order Merge Fields to Task-Based Workflow Email Triggers](https://community.striven.com/t/add-project-and-sales-order-merge-fields-to-task-based-workflow-email-triggers/1385)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-project-and-sales-order-merge-fields-to-task-based-workflow-email-triggers/1385 "2026-02-03T12:24:42Z")
Name of Feature/Request: Add Project and Sales Order Merge Fields to Task-Based Workflow Email Triggers What financial, time savings, or quality of life improvements will occur from this: To enhance Striven’s Workflow f… --- ## [Add Inventory as a dataset to Workflows](https://community.striven.com/t/add-inventory-as-a-dataset-to-workflows/1330)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-inventory-as-a-dataset-to-workflows/1330 "2026-02-03T12:24:40Z")
Name of Feature/Request: Add Inventory as a dataset to Workflows What financial, time savings, or quality of life improvements will occur from this: : To add “Inventory” as a dataset to Workflow Triggers. | Frequency: W… --- ## [Add Discussions dataset to Workflows](https://community.striven.com/t/add-discussions-dataset-to-workflows/1300)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-discussions-dataset-to-workflows/1300 "2026-02-03T12:24:39Z")
Name of Feature/Request: Add Discussions dataset to Workflows What financial, time savings, or quality of life improvements will occur from this: : To add Discussions to Workflows so that an Action can be triggered to n… --- ## [Add Customer Profile in Workflows](https://community.striven.com/t/add-customer-profile-in-workflows/1292)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-customer-profile-in-workflows/1292 "2026-02-03T12:24:38Z")
Name of Feature/Request: Add Customer Profile in Workflows What financial, time savings, or quality of life improvements will occur from this: Add Customer Profile and Open Balance to the Customer information in Workflo…