ADD A NEW IDEA

Workflows

Showing 170

CSAT rule testing

On most other rules have a "test conversation" button at the top, but not for the CSAT. That button would be great to know whether this rule is working, and how it would work. For example, we want to make sure CSATs only go to certain users or tag...
5 months ago in Workflows 0 Backlog

Sync out-of-office from Google Calendar (or others) to Time off in Front

When you set yourself as away in Google Calendar - Sync this state to Front and automatically set yourself as away in Front.Have a primary out-of-office template which could be used as standard.
5 months ago in Admin Experience / Workforce management 0 Backlog

Forward conversation using a message template in rules

The "Forward conversation" action cannot use message template. It would be very helpful to support it.
over 4 years ago in "Create new conversation" actions 0 Backlog

Forwarded messages from Front viewable in the Sent

We have rules that FWD to another email address, but you can't see that FWD in the sent items inbox.
over 1 year ago in Core Product Experience / Rule actions 3 Backlog

Require tag rule not triggering on move

Ability to choose the trigger: archive or move, but not both as is the case today.
over 3 years ago in Advanced rule conditions and actions 0 Backlog

[App Objects] Filter Rule Trigger by App Object Type

When creating a Rule with a App object is added trigger, it's tricky to specify which app object we want to trigger the rule for. Similar to the additional options provided in rule triggers like Comment Added or Custom field updated, it would be h...
5 months ago in Dynamic objects / Rule trigger / Workflows 0 Backlog

Ability to trigger rules when a teammate becomes OOO

Example: WHEN "Inbox Owner" is OOO, THEN "Notify Teammate"
over 2 years ago in Workflows 1 Backlog

Integrate Time Off Planner with External HR Systems

During a product roadmap presentation, Carter from Edge Logistics mentioned it would be great if the Time Off feature for shifts integrated with external HR systems like Paylocity Link to Gong clip: https://us-18905.app.gong.io/call?id=31715033328...
almost 2 years ago in Teammate availability / Workforce management 0 Backlog

Rule sets to support dropdown custom fields

I think it would be beneficial for rule sets to support dropdown menu custom fields
6 months ago in Custom fields (smart rules) / Smart rules 0 Backlog

Template to rule (building workflows off each template)

When you create a template, ability to create a rule off this template. Today you have to copy some of the template body to create a rule but it would be great if you could: Create rule If this template is used Then do X
over 2 years ago in Advanced rule conditions and actions / Workflows 0 Backlog