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Workflows

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216 VOTE

See how a rule works during rule creation/edition

As an Admin, I want to be able to create a rule and immediately see how it impacts my inbox while I am creating the rule, so that I don't need to wait a few days to better understand whether it's behaving in the way that I need it to behave. Pleas...
over 1 year ago in Rule management / Workflows 2 Planned

New [Is out-of-office] Teammate property for Dynamic Variables

Have a new [Is out-of-office] Teammate property to use in Dynamic Variables, in addition to [Is available] which returns false whether the status is Busy or Out-of-office.
10 days ago in Smart rules 0 Backlog
142 VOTE

Ability to copy rules

Provide the ability to copy rules instead of having to start custom rules from scratch every time and provide the ability to copy rules to other workspaces.
over 1 year ago in Workflows 3 Backlog

Add "Time of the day is" as Rule Trigger

The existing time criteria all exist as conditions to rules rather than triggers. For an overnight coverage use case it would be extremely helpful to have a time-based trigger be capable of taking action on a conversation. "When the clock strikes ...
6 months ago in Time-based options 2 Backlog

Line break support for Text column type in rule sets

Add line breaks in Text column type in rule sets, so that it can be properly formatted in actions like adding a comment.
about 1 month ago in Rule actions 0 Backlog

More granular permissions for rule creation

Ability to have more granular permissions when it comes to "rule creation". It would be important to have some rule templates/rule types that certain users can create
3 months ago in Admin Experience / Other (workflows) / Resource management permissions 0 Backlog

SLA - Resolution time

SLA rules and analytics based on resolution time (not response time)
9 months ago in Insights / Workflows 0 Backlog

The ability to view & search within all rules that a company has

Giving admins the ability to have a top-down view of all rules that their company has. Would allow admins to search for specific rules based on their conditions.
over 1 year ago in Company rules 1 Backlog

Make Automatic Unassign when OOO Optional

Some users like using the snooze function. But we may have a bit of trouble if something is snoozed but reappears while the assigned person is Out of office status. Then the thread is unassigned and we can lose track of it. Not a big emergency but...
over 1 year ago in Assign 2 Backlog

OOO status should allow re-assignment but no new assignments

OOO status to allow conversations that were once assigned to a teammate to be re-assigned, but no new conversations to be assigned.
over 1 year ago in Teammate availability 1 Backlog