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Workflows

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Delete comments made by a rule

Giving users the ability to delete a comment made by a rule. At the moment, only comment owners can remove these comments which means if they are posted by a Front rule, nobody can delete them. We want to give the opportunity for a company and/or ...
over 2 years ago in Workflows 0 Backlog

Time-based dynamic variables

Example use case: In building some rules/macros, I want to access the current timestamp. For example, I want to create a tag prefixed with the current date; "[2025-03-25] {generated-tag-name}". At present, you can fetch a timestamp from attributes...
over 2 years ago in Smart rules 0 Backlog

See "last time used" for message templates in message template list

No description provided
over 2 years ago in Other (workflows) 0 Backlog

Rule description

Add a "description" field to rules to explain what they do, why they were created, who is responsible for their maintenance, etc.
almost 3 years ago in Rule management 0 Backlog

Require tag: add new tags to the list automatically

Idea: "select a tag among children tag of tag X" This would be very helpful if you have a "Incident type" list of tag and you add new types as they happen.
about 3 years ago in Other (workflows) 0 Backlog

Update contact/account default fields via rules

Rule action to update Contact or Account default fields in addition to Custom Fields.
about 3 years ago in Rule actions / Workflows 0 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

Give non-admins permission to manage shifts

Add a new permission for managing shifts that can be added inside a custom role. This enables teammates other than full Workspace admins to manage shifts.
over 3 years ago in Increase granularity of admin permissions / Teammate availability / Workforce management 0 Backlog

Always add a recipient when using a specific message template

No description provided
over 3 years ago in Message templates / Other (workflows) 0 Backlog

Explicit "empty value" cases in rule conditions

Rules to not have explicit No value/NULL cases. It prevents very specific workflows from working ("do X if subject is empty").
over 3 years ago in Other (workflows) 2 Backlog