Allow Actions to Initiate a Workflow

The ability to create a workflow based on an assigned gift officer would be helpful. For example, someone adds and action to an assigned prospects record who is not the assigned gift officer, the ability to create a workflow sending an email to the assigned gift officer that a new action has been added to their prospect.

  • Michelle Pickett
  • Feb 16 2024
  • Reviewed: Voting Open
Actions
  • Attach files
  • Elizabeth Johnson commented
    August 22, 2025 15:55

    Same exact request different use case - allow actions to initiate a workflow - one action is completed of a certain type and a new action is opened. In the database view actions had to be saved so Saved and New did the trick.

    Attachments Open full size

Related ideas