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David J Pierce

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David J Pierce criou uma publicação,
  1. Comunidade
  2. Product Feedback

My team would like to use custom fields to categorize requests received from clients at two levels (category and sub-category).  Currently, we have these set-up as two custom fields, but the challe...

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David J Pierce comentou,
  1. Comunidade
  2. How To
  3. Dynamic Approvers in Workflows

Thank you Ryan for the feedback.  This will almost work.  It will assign the task to the user, but does not create the approval automatically.  Maybe the automation engine will eventually include t...

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David J Pierce criou uma publicação,
  1. Comunidade
  2. How To

I have a workflow that automatically assigns an approver when the status moves to Ready for Review.  The challenge I am having is that the approver needs to vary by client.  I would like to avoid b...

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David J Pierce comentou,
  1. Comunidade
  2. Product Feedback
  3. Multiple triggers to create OR / AND logic in Automation?

This would be a great feature.  I recently added an automation rule to tag assignees if their tasks have not been updated for 3 days, but that created too much noise since it reminded them about ta...