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What is the BEST tweak you\'ve made to your workflows since the NWE?


Level 9

One that I saw below - having your issue open straight to the custom forms section.


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2 Replies


Community Advisor

our internal clients receive a task approval for external expenses such as printing. I set up their layout templates to show all the custom fields they need to review that expense right on Home. So they see all the details along with the approve/reject buttons all in one place.


Level 4

Christine, what is this tweak you speak of, with the issue opening straight to the custom forms section? I am intrigued and would like to see that discussion!

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