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Hi,
is it possible to implement the following:
Pre-defined reports -> User "Edits" or "Refreshes" the report -> workflow is triggered just once after this action.
The idea behind this is that the user can choose a certain range of leads based on the criteria in the report and than execute automatically a workflow once.
For the user it must be as easy as possible to trigger the changed/unchanged report to be "put" into the workflow once. (so the user doesn't need to edit the workflow)
So either the User wants to let one of the reports go through the workflow unchanged or he would like to add or change some criteria?
User -> Leads based on criteria -> Workflow 1 round
(or somehow else?)
Thank you!
is it possible to implement the following:
Pre-defined reports -> User "Edits" or "Refreshes" the report -> workflow is triggered just once after this action.
The idea behind this is that the user can choose a certain range of leads based on the criteria in the report and than execute automatically a workflow once.
For the user it must be as easy as possible to trigger the changed/unchanged report to be "put" into the workflow once. (so the user doesn't need to edit the workflow)
So either the User wants to let one of the reports go through the workflow unchanged or he would like to add or change some criteria?
User -> Leads based on criteria -> Workflow 1 round
(or somehow else?)
Thank you!