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Duplication Of WorkFlows

Erez Granot
Rising star (Silver)

Hello,

A Duplicate button for an Output in the Workflow Manager section,

Would save valuable time in case someone needs to create more than one output.

for Example:

My mortgage request process allows for 4 different borrowers,

Which means, I need a different conditioned Email and SMS for each borrower.

could save a Total of 7 new Complete outputs for 1.

 

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3 comments

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  • Official comment
    Shaked Dinar

    Hey Erez Granot, Thank you for writing to us!

    I have a question: why not create a dynamic field in the model (which you will connect to the recipient's email)? The content of the field will change according to the relevant recipient.

  • Erez Granot

    Hi Shaked, 

    I want to address every borrower personally with his firstName

    and the body/subject line of the Emails and SMS themselves, may vary.

    0
  • Shaked Dinar

    Hey Erez Granot, please have a look at this document.

    It's possible to share the email with different recipients and eventually to send different PDFs to each one. Regarding dynamic content, you can also use an embedded model field to represent the participant's name.

    0

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