Today, the pairing of form fields and workflows gets an improvement!
When adding a field to your form that creates a workflow card, you can now choose to skip anyone who has already started or completed that workflow, just like you’ve been able to do from automations!
If you have separate field options that add cards to the same workflow and are selected by the submitter, only one card will be created:
This helps prevent those pesky duplicate cards, and we hope it improves your workflow! We welcome your feedback on these improvements or other ideas! Click the (?) icon in the top right corner of Planning Center to share your thoughts.
💙 The People Team,
Zane, Usborn, Shawn, Shane, Kody, Julia, Gabi, Fred, Dave, Beth, and Benson