Adding a workflow while in the Record Worflow
The last post for the day, I promise.
When I get to an Action and that Action is to add an Action workflow based on circumstances (multiple options). So when looking at the Record Action Workflow and I go to Add Action and choose the Action workflow to add it will change screens to the new workflow. However, I have to navigate back into the Record Actions grid scroll and find the Action that was for adding the action, click on that action to open the record action workflow, then find and mark the action as "complete without Notes", then click the Return to List button find the first action of the new workflow added to start working on it. So many steps! I could mark the original action as complete without notes first but that's completing a task in Junxure before the task is actually done, don't like that because the phone will ring and I'll answer it and forget where I'm at and that can result in tasks falling through the cracks.
I would like it to just stay on the workflow I am working on after adding new Workflows. That way I can simply mark the action as complete without notes then go back into the Actions Workflow Monitor and start working on the newly added workflow. Saves me time and steps.
Don't want to add Workflows to workflows, that just gets ugly with wrong due dates and confusion of where we are within the workflow.