Automated workflows builder
complete
Denis Platonov
complete
Micheal
under review
Micheal
in progress
Micheal
Noah Helterbrand:
2 more things I need to see added:
- Page queries work great, but I need to be able to either call a page query elsewhere in the page with different parameters, or I need "modal queries" that run when I open a modal (trying to cut down on page jumping for smaller actions).
- Conditional actions. This goes along with custom queries too. Right now an Option Select in a form can insert one fixed piece of data in a field or another, but I need a way for that to be a conditional for an action. Right now I can do workflows actions based on action succeeded or action failed, I need a third option that says "if field {field} = {term} then perform" whatever action (usually custom query). For instance: I create a ticket in CRM through a form, there is a checkbox for (MSP/bench). If I select "bench", I need a drop down select to appear and load entries (bench spaces) based on a query. Once I submit the form, I need a conditional workflow action that sees that "bench" was selected and runs an update query that then marks the bench space row in the bench space table as occupied, in addition to the normal ticket creation happening in the form.
Anton
under review