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Status: Idea Submitted
brittanyCP1
Submitted by on ‎Jul 22, 2021 2:11 PM

Better Search Options In Workflows

Hello, you should be able to search properties in the search field of workflows. If you wanted to set a lead status or lifecycle stage, you should be able to search for that! It's crazy to me that you would have to search for properties, then go to properties and apply the LS or LFS. It would be a huge time saver if these search options were improved! See this video: https://www.screencast.com/t/De52mXZuiU

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4 Replies
cpsam
Participant
‎Jul 22, 2021 2:13 PM

That would make the workflow process SO much easier.  It's not necessary to have to search for properties first-- it's a major waste of time.

amandacp
Member
‎Jul 22, 2021 2:17 PM

Yes please. This is needed!

EdwardStranks
Participant
‎Feb 8, 2022 4:05 PM

Agreed. I'm trying to do one that is 'search for an add to workflow step' so, yes, this would be fantastic

mrspabs
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner
‎Feb 15, 2022 11:34 AM

Upvote. I'd love to be able to just do a plain text search inside of workflows. I wish I could enter in the name of an owner, property, value etc..