Adjust order of workflow actions
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Micah Gerber
I'd like to be able to decide in what order the actions for a workflow are performed.
For example, when a client schedules their appointment, I'd like to (1) add a discussion note to the ConnectWise PSA ticket > (2) Update the service ticket to the after-scheduling status. When I add those actions now, the status change always comes before the discussion note. However, I'd like to reverse that order because changing the ticket status can send an automatic notification, which would include the text of that discussion note...
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Gabriel Gingras
In ConnectWise, I can configure myself to receive an email when a ticket's status changes. However, in the workflow, notes are added after the status change, so I receive an email, but I don't have the last note added. This is problematic.
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Mikhael Haidar
I agree that the order has to be adjustable or fix the current flow. We would need it to create the meeting, add the note then create the schedule. This way the tech can get the join link direct from the calendar rather than having to go into manage to get the join link
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Chris Pegrum
Agreed, this would be a great idea!
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Aaron Tuomala
This would also prevent certain errors in the workflow from stopping the process. Another idea would be to allow criteria in the workflow actions similar to how you are able to change the text in the emails based on certain criteria existing.