What is the BEST tweak you've made to your workflows since the NWE? | Community
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Christina_Jarosz
Christina_Jarosz
Level 9
October 5, 2020
Question

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

  • October 5, 2020
  • 2 replies
  • 459 views

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

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    2 replies

    Heather_Kulbacki
    Community Advisor
    Heather_KulbackiCommunity Advisor
    Community Advisor
    October 6, 2020

    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.

      L
      LeighHa
      Level 4
      November 5, 2020

      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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