Workflow editing with multiple accounts

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Viviana
Viviana Member Posts: 12
Photogenic First Anniversary

Hi everyone,

 

is there a way to view the workflows set up by another person?  

And/or a possibility to set up workflows so that they can be edited by other users.

 

Thanks for your help!

1
1 votes

· Last Updated -

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,559
    5 Likes First Anniversary First Answer 5 Up Votes
    edited October 2020 #2
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    As an Admin, you can see the workflows set up by other people.

    Not sure if you can edit them.

     

    But I agree, both these features will be nice to have.

  • Inês Batata
    Inês Batata Posts: 2,052 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited February 2022 #3
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    Hi @Viviana Ribul Olzer !

    Like @Amit Sarda mentioned, Admin users can see everybody's Workflows; however, they can't edit them or duplicate them. In short, currently no user can edit another user's workflow, which we have come to realize is a shortcoming in the feature.

    But not all is lost! Each user can duplicate their own workflows and edit it in a way that serves only another user. Of course this is not yet an ideal solution and doesn't cover 100% of cases but it might save you some work in the meantime. 

    Refresh your memory about all the possibilities Workflow Automations allow you:

     

    That being said, our team noted down your suggestion for when they'll work on updates again.

    Speaking of which, here’s how to stay on top of what’s coming down the line:

  • Phil_24929
    Phil_24929 Member Posts: 2
    edited February 2022 #4
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    Another vote for this feature please as it's a right pain to not be able to edit or even view the detail of other peoples automations.

  • Erik Christensen
    Erik Christensen Member Posts: 41
    5 Up Votes First Comment Photogenic First Anniversary
    edited April 2021 #5
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    Another vote for this, admins should be able to edit other peoples workflows.

  • J.D. White
    J.D. White Member Posts: 1
    edited April 2021 #6
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    I would also like to have this available.  It makes it difficult to update the workflows in a team setting.

  • Roofit.solar Pipedrive admin
    edited August 2021 #7
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    Also in need of this feature to be able to properly manage workflows.

  • Jurgen Bink
    Jurgen Bink Member Posts: 1
    edited February 2022 #8
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    Also from my side a push for this issue. At this moment the colleagues who did the whole set-up left an now I have to rebuild all workflows so I can edit them..... Any solutions for this?

  • Timothy J Humphreys
    Timothy J Humphreys Member Posts: 1
    edited April 2022 #9
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    The ability to be able to have ADMINs edit existing workflows is incredibly important to us.

  • Colin Glennan
    Colin Glennan Member Posts: 1
    edited November 2021 #10
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    My colleague and I joint manage several workflows and would like the ability to edit any workflow created in our organization.  So we would vote yes for this enhancement!  Thanks!