How to set up conditions on Next-gen Workflows

Emily Thraen February 22, 2021

I am wanting to set the condition that a parent task cannot be moved to 'Done' if there are open subtasks. Yes, I know there are rules. However, as opposed to preventing a parent task from being closed, it AUTOMATICALLY closes it. That's the opposite of what I want. 

 

tldr: how to add conditions, not an automation rule, to a next-gen workflow. 

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John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 22, 2021

Hi Emily,

I know they are rolling out changes now to allow Next-gen workflows to be edited. Have actually tried to do that yet? 

Emily Thraen February 22, 2021

Yes. The only transition edits allowed are a limited list of rules: next_gen_workflow_edit.png

John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 22, 2021

Gotcha. I would assume that means you are stuck right now. Hopefully, there will be additional options coming, but who knows when. 

Emily Thraen February 22, 2021

Ain't that the truth! haha thank you for your help to this point :) 

Like John Funk likes this

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