Organisation – Workflows
Manage field-to-field mappings for your organization. Workflows support brings controlled field mappings to Supplier Order Management and Global Lead Passing forms
We’ve extended MeetingPackage form capabilities with new Workflows support, making it easier for organizations to manage mappings and dependencies between key fields. This is especially valuable when values like market segment, lead source, or other classifications must remain consistent across multiple views and business processes. Less manual cleanup and fewer mapping-related errors across forms,
How to get it?
As an organisation admin this feature can be found under Organisational settings. If you cannot find it, please ask your customer success manager to enable the feture for your oraganisation.
How does it work?
Click Add workflow button on the top right corner. Select source field and Target fields. The name for the workflow is auto-generated from the selected fields.
Map the source fields with target values and save. Now you have automated a data pattern that occurs on regular basis and removed manual data entry related to the workflow actions.