User Profile

Enhancements to editing workflows


Workflow editor should allow:
a) When you add an IF block within an existing workflow then it should be possible to move an existing code block under the 'then' clause
b) Update record uses the last used entity form. The editor should temporarily modify this form to show all fields a...

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Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Planned

Prevent users 'mark complete' an Outlook task ignoring 'business required' task field


It is currently possible to �mark complete� an Outlook task which is linked through to crm (i.e has the view in crm link available) which then completes the crm task even though there are custom �business required� crm fields that remain blank

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5 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined