Opportunity ID Must Be Used for Accurate Workflow Functionality: Bug Report
G
Garrett Messineo
Subject: Request for fix: Use of Opportunity ID for Workflow Actions
I would like to request an enhancement regarding the use of Opportunity ID numbers for updating individual opportunities within your platform.
Currently, workflow actions do not function as intended with opportunity cards, as they only affect the most recently updated opportunity card, rather than the specific opportunity card that triggered the workflow action. This limitation can lead to inconsistencies and inefficiencies in managing opportunities.
Given that each opportunity card has a unique ID, it would be beneficial for the workflow actions to leverage this ID to accurately affect the corresponding opportunity card. Implementing this change would greatly enhance the functionality and reliability of your workflows. This would significantly improve user experience and operational efficiency and reporting! Especially with the new dashboards.
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J
Jay Martin
Core Platform