ADD A NEW IDEA

Workflows

Showing 172

Time since last activity (reboot timer every time there's a new trigger)

Timers in rules at the moment do not reboot when a new event happens. It makes sense most of the time but it's not ideal for some use cases. For instance, you want to send CSAT surveys 5 days after the last email, any new email should reboot the t...
over 3 years ago in Rule conditions 0 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 year ago in Rule actions 0 Backlog

Rule Insight History Link

When you go in to edit a rule, it has the "Rule Insight" on the the far right. It displays some useful information. The Rule Insight shows the date and time when the rule was last applied. If you are an admin, it would be helpful to link you direc...
about 2 years ago in Workflows 1 Backlog

Clearly list which tags have been added in a rule.

When creating a rule for a workspace that has many tags, the tags you've added to the rule are not easily identified. Please see an example screenshot from a customer who is having difficulties identifying the tags which have been added to their r...
about 2 years ago in Workflows 0 Backlog

Collect teammate answers: allow optional text prompts

When a Macro has a Collect Teammate Answer step, leaving a text field empty could be a valid response that triggers a different branch condition. An option within "Add prompt" to mark a text field as Optional would allow for this added flexibility.
7 months ago in Macros 0 Backlog

Rule Folder

Ability to organise rules into folders so that they are easy to find.
over 2 years ago in Rule 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

Dynamic Variables in Reply time goals (a.k.a. SLA) Rule

It would be great if we could filter SLAs based on Salesforce contacts or other dynamic variables. Thank you!
over 2 years ago in Workflows 0 Backlog

Duration-type dynamic variables & custom fields

Introduce duration fields in rules to power time-sensitive workflows. For example: Add a "SLA target" custom field on the account to support a customer-specific SLA targets Have a "contract renewal date" custom field and use dynamic variable to fi...
over 3 years ago in Smart rules 0 Backlog

Frontline users can see rule logic with view-only access

This will help with transparency as to how/why messages are getting assigned to them or not. This could be managed with a view-only permission for custom roles.
over 2 years ago in Permissions / Rule management 1 Backlog