Create a way to group all Workflow Constituents added manually to a specific workflow in List

If you build a Workflow without a list and add the workflow manually to constituent records, there is no way in NXT to find all the people you have added to that Workflow. Currently in order to find all the people in one of our Workflows we have to use Query in Database View and search for the specific wording of the Notes Description on the Action that was unique to that workflow.  Awkward!

  • Maria Kolby-Wolfe
  • Dec 14 2019
  • Reviewed: Need Further Info
Lists
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  • Maria Kolby-Wolfe commented
    July 27, 2020 22:00

    Yes, that would work for me!

    Maria Kolby-Wolfe | Development & Communications Director | Northwest
    Immigrant Rights Project
    615 Second Ave., Suite 400, Seattle, WA 98104 | email: mariakw@nwirp.org
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  • Admin
    Kylee Long commented
    July 27, 2020 21:43

    Hi! If you were able to use NXT Lists to filter by Workflow, would that work for this use case you have described? I was thinking you could use the filter to find all constituents who have been, or are currently assigned to a certain workflow, or multiple workflows potentially. Just want to make sure this would work for you!

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