Ability to start a workflow from the "New +" section
My customer would like to trigger a workflow that copies a folder (and subfolders) IN the folder where it is created.
Customer use case:
A financial services company needs to create a deal folder within the company folder a fund team is working from. Instead of going to the deal folder template to copy it into the specific company folder, they would like to trigger the workflow to copy the deal folder template to the company specific folder with one click and from the company folder.
This would be similar to using a manual trigger but having a dynamic variable available to be chosen each time the workflow is run.
3
votes
Anonymous
shared this idea