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