View Constituents in a Workflow

There is currently no way to see which constituents are in a specific workflow, either in workflow or on a constituent record. Seems like a missing step! We should be able to know who exactly is in each workflow to better understand the constituent.

  • Sandra Iuppa
  • Nov 19 2020
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Constituents
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    • Kim Wright commented
      13 Mar 12:51

      It would be great to be able to see who is in a workflow on the top at the summary so other staff know if someone is working on something without having to investigate through actions.

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    • Admin
      Kylee Long commented
      July 27, 2021 18:28

      It does not display on the record at this time, but it is something we are considering for the future. Feel free to add that as an Idea so that we can see how many people vote for it!

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    • Sandra Iuppa commented
      July 27, 2021 18:21

      This is great! Thank you! I see it inside workflow, does it show anywhere on the record as well?

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    • Admin
      Kylee Long commented
      July 27, 2021 17:28

      Hi All! We just released this capability today to all RENXT clients! Enjoy!

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    • Jenny Stephens commented
      March 03, 2021 19:35

      This is very important. You wouldn't want too much going to one person.

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    • Laura Anderson commented
      January 29, 2021 19:58

      I agree. Knowing which workflows a constituent is in or has completed greatly helps form a picture of where that constituent is in the cultivation cycle.

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