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Sage Construction Management Ideas Portal
Status Needs review
Categories Workflow
Created by Patrick Sheppard
Created on Apr 2, 2025

Initiate Workflow for large amounts of items

It would be nice for the team to be able to initiate the workflow for multiple objects if they are loading a large amount of those transactions at any given moment. For example, we have a client that uploads hundreds of bills per month and has to initiate the workflow for them one-by-one. This bulk "initiate workflow" option would help clients that have large numbers of transaction that need to go through a workflow.

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