automatic workflows

automatic workflows

It would be great, and easier for some Junxure users, to have a multii-step workflow pop up along with adding an action to a record. Right now, we are relying on users to start an action, then add a workflow. Not everyone remembers that step. or cares to add it even if they are suppose to. This would essentially remove the room for error that we are running into. To be able to just add the workflow right away by filling out that first step would be wonderful.