Complete tasks and workflows when a Booking changes to lost
complete
Katie Knight
I want previously added workflows to be removed or completed if a booking is lost or archived
Katie Knight
complete
When changing the status of a Booking to "Lost' you're now given the option to remove any incomplete tasks. This means the incomplete tasks will be deleted from Event Temple & cannot be retrieved. This is option selected by default. If you do not want the tasks to be remove from Event Temple, ensure this box is not selected.
P
Pouyan Tag
open
Katie Knight
Merged in a post:
Archive / Mark Tasks Complete on lost Bookings
Katie Knight
When you change a Booking to "Lost" - you then have the ability to remove any pending workflow tasks, however any existing Tasks still remain. We'd like the ability to also archive/complete individual tasks that are already on a Booking
D
David Perry
under review
Katie Knight
complete
This enhancement has now been released. See this article for details.
Katie Knight
in progress
S
Scott Chester
The workflow might need to completely change when the stage changes as well. The workflow we are using to get someone to book a tour is different than the workflow we'd use once they have toured.
Katie Knight
Scott Chester: Hi Scott! I've added your details onto this request which would give you the ability to add multiple workflows onto a Booking