Product Enhancements

Auto Triggered Processes - Tiles

A good feature to have as requested by several practises. 

Trigger a process from a tile (FDS Due) which can bulk trigger from clicking on the tile or auto trigger a process. 

Specifically, useful for Review Date minus 30 days which can trigger a process that will action FDS/OPT In, via tasks for completion by a team member and can include templated documents automatically sent if functionality is available.

Ideally a bulk process triggered without having to commence processes manually. 

Thank you. 




1 comment
  • Official comment

    Hi Nilen, 

    I can definitely see how this would be helpful. Process automation is absolutely a big topic for a number of clients, and one we would really like to nail. 

    We'll update you here on future releases and how we might solve this for you! 

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