Workflow Wizard Setup Guide
No setup or configuration is needed to use Workflow Wizard, just go to Workflow Wizard , and choose the new workflow actions that will be available in all your workflows
Once you open a workflow, a new set of actions will show:
We currently offer workflow actions that allow you to:
Associate Objects
Copy properties
Search & Replace
More actions will be coming soon!
You don’t need to be an admin to install Workflow Wizard
Required permissions