Workflow editing with multiple accounts
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!
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253edited October 2020 #2
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.0
Inês Batata Admin Posts: 2,917 COMMUNITY MANAGERedited February 2022 #3
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:
- Follow What’s New and don’t miss any new releases.
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.
Phil_24929 Posts: 2edited February 2022 #4
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.0
Erik Christensen Posts: 62edited April 2021 #5
Another vote for this, admins should be able to edit other peoples workflows.0
J.D. White Posts: 1edited April 2021 #6
I would also like to have this available. It makes it difficult to update the workflows in a team setting.0
Roofit.solar Pipedrive admin Posts: 3edited August 2021 #7
Also in need of this feature to be able to properly manage workflows.0
Jurgen Bink Posts: 1edited February 2022 #8
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?0
Timothy J Humphreys Posts: 1edited April 2022 #9
The ability to be able to have ADMINs edit existing workflows is incredibly important to us.0
Colin Glennan Posts: 1edited November 2021 #10
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!0