I would love it if I could create starter templates for commonly used filters in Workflows. When creating a workflow for certain pipelines, I always have to start with the same 3 filters: pipeline is any of, deal stage is none of, and ‘Test deal’ is no. It would be awesome if I could create this template for each pipeline and have these 3 filters already applied when I go to create a new workflow!
A native starter template for enrollment filters would help here.
Current workaround: keep a disabled “template” workflow per pipeline, with only the shared enrollment filters and no live actions. When you need a new workflow, clone it, rename it, then add the actions. I’d also keep “Test deal” as a real boolean property so the exclusion is consistent everywhere, instead of rebuilding that logic manually each time.
Great idea with the clone-able workflow workaround!