View/change owner of workflow automation

Harri Honkala
Harri Honkala Member Posts: 37
First Anniversary 5 Up Votes First Comment Photogenic

It wold be very useful if you could change the owner of workflow automation so that the new owner could edit it. And also the option to view a workflow automation made by other users. 

2
2 votes

· Last Updated -

Comments

  • Inês Batata
    Inês Batata Posts: 2,077 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited April 2022 #2

    @Harri Honkala stay tuned for exciting news about Workflow Automations later this year here in the community.

    Although it still won't be possible to change the owner of automations or edit someone else's, the process will be made much more flexible! This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
  • Wibe van Klaveren
    Wibe van Klaveren Member Posts: 1
    edited December 2021 #3

    @Inês Batata I completely agree with Harri that it would be really really helpfull to transfer workflows automations to another owner. In our environment we have collegues who created Workflows, but have left our company. (disabled user accounts)

    They create workflows automations who cannot be change and see anymore.

    They are still active and work correct

    How to deal with this?

     

  • Daniel Stojanovic
    Daniel Stojanovic Member Posts: 2
    edited April 2022 #4

    @Harri Honkala stay tuned for exciting news about Workflow Automations later this year here in the community.

    Although it still won't be possible to change the owner of automations or edit someone else's, the process will be made much more flexible! This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

    @Inês Batata Any updates here? :) This is actually a big problem for our company also, with different people working on workflow automations.

  • tomb
    tomb Member Posts: 2
    First Comment First Anniversary Photogenic
    edited April 2022 #5

    @Harri Honkala stay tuned for exciting news about Workflow Automations later this year here in the community.

    Although it still won't be possible to change the owner of automations or edit someone else's, the process will be made much more flexible! This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

    Same question/problem for us. Any news?

  • Vunked
    Vunked Member Posts: 1
    First Comment

    Also a problem for us!

  • Harri Honkala
    Harri Honkala Member Posts: 37
    First Anniversary 5 Up Votes First Comment Photogenic

    Some improvement has happened! Still can't change the owner but viewing WA's other people created is huge!

  • Nikolaus
    Nikolaus Member Posts: 2
    Name Dropper First Comment

    Ownership Change is soooo necessary!!

  • EmmanuelvdM
    EmmanuelvdM Member Posts: 3
    First Comment

    Email Templates are extremely useful.

    Automations are extremely useful.

    However, my observation is, they don't play together efficiently.

    The Lead/ Deal owner email should be inserted automatically.

    Emmanuel