Workflow Automation
It would be great if a workflow could be started automatically based on a task. ie. we entered a vacate date, the Vacate Workflow starts, or we received an email about a lease break, the Workflow for Lease Break could trigger. Would be great to customise these to suit our business needs.
AdminAngela Sutton
(Admin, MRI Software)
shared this idea
We're pleased to advise that Vacate Automation has now been added to workflows - this includes a standard vacate/move out, lease break as well as terminations.
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Deme Kioukas
commented
The current workflow automation has an issue with duplicate triggers when using separate workflows for periodic and fixed-term leases.
Periodic workflows are triggered by the “Rent Review Date”, while fixed-term workflows are triggered by the “Lease End Date”. However, fixed-term leases can also have a rent review date (for reporting purposes), which causes both workflows to trigger for the same tenancy.
This results in duplication and unnecessary workflow actions.
It would be really helpful to have a trigger option specifically for periodic (expired) leases only, or the ability to better distinguish between lease types within workflow conditions to avoid overlap.