(Cross-posting from Smart CRM & Sales Hub category thread)
My team recently started working with workflow action sets and have run into issues that make them difficult to use effectively.
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Pain point: There doesn’t appear to be a way to delete an action set, update its name, or edit its details once it has been created and saved, making it difficult to organize and iterate on saved sets.
- Idea: Add functionality that allows for post-creation editing of action set metadata
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Pain point: The tool seems to allow no more than 100 actions per set, making it ineffective for repeatable processes with a larger number of actions; but more importantly the documentation does not state any kind of hard limit on number of actions for an action set, so it’s unclear in advance exactly what the limitations are.
- Idea: Expand upon documentation, including relative limits for action sets (e.g. the documented workflow limit of 500 actions per flow) and more detailed information about usage