Hi
I was wondering if it's possible to package automation of multiple tasks into one workflow? As an example I've setup a Business process flow with:
- Draft Proposal Delivery Date (in Discovery stage)
- Final Proposal Delivery Date (in Propose)
- Renewal Date (in close)
I would then want to setup a different task to be automatically generated with a due date 14 days after the delivery dates. I've set the workflow to be started after Record fields change and have selected the 3 date records as the option. I know it's possible to create a separate workflow for each of the tasks but is it possible to package all three automations into the one workflow? I tried using the Stage option but it created 3 duplicates of the two tasks I tested and then I used a conditional branch but it only activated the first task template regardless of which of the three fields were filled.
Do I need to create a separate workflow for each of the dates to generate their own task or can I package it into one workflow?