Knowledgebase

Adding a workflow to several records at once

< All Topics

You can add a workflow to a found set of records (by either using a quick query or the query dialog) by clicking Records > Add to found set > Workflow:

By default, the workflow that you choose will be based relative to today’s date, but you can base the workflow around other dates as well, so be sure to choose the right “relative to” date when adding the workflow.

Created On
Last Updated On
byIan Martindale
Was this article helpful?
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.
Table of Contents