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Better visibility & filtering for automations

  • October 28, 2024
  • 1 reply
  • 60 views

GilN

There is no indication whether an automation is set properly or some of its values are missing (for example when a question/field’s values have changed, any automation related to this question will not work without an adjustment). I think you should add an indication per automation whether it is set properly or missing something. Plus, it is hard to navigate through all the automations, I suggest having a filter based on actions so we can filter automations that move cards, vs. those which send emails, update records etc. 

Automations management will be much more easy once these suggestions are available.

1 reply

Ezequiel Souza
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  • Legend
  • 1034 replies
  • October 30, 2024

It’s a good suggestion!