Streamline Workflow Management with Enhanced Removal Options

Enhancement for Remove Workflows Action

How Was It Done Earlier?

Previously, users could only remove contacts from one workflow at a time or from all workflows. There was no option to remove contacts from multiple specific workflows in one action. For example, if a contact was part of lead nurturing, sales funnel, and other email workflows, once the contact reached the "Sale completed" stage, users had to manually remove them from each workflow individually or add a separate action for each workflow, which was time-consuming.

What's New?

Remove from Workflows has a Dropdown with 4 Options:

1. Current Workflow: Remove the user from the workflow they are currently in.
2. Another Workflow: Select and remove the user from another specific workflow.
3. All Except Current Workflow: Remove the user from all workflows except the current one.
4. All Workflows: Remove the user from all active workflows.

Users can now remove individuals from multiple workflows at once, which was previously not possible.

Execution Logs for Workflow Removal:

A new feature ensures that when a user is not part of a workflow they are meant to be removed from, this action is now reflected in the execution logs as skipped. Previously, if the user was not part of the workflow, the action was skipped without any log entry. A list of all the workflows removed would also be present in the execution logs.

Points to Be Noted:

The "Remove from all workflows" action is deprecated and moved to the "Remove workflows" action.

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