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Let Scheduler do the heavy lifting for you

laura.capozzi's avatar
laura.capozzi
Icon for Xplan Expert rankXplan Expert
5 months ago
Whether they’re Cases or standalone Threads, using Workflows can be a powerful tool in Xplan to help increase efficiency and productivity in your day-to-day business activities.  But what if we cou...
Updated 5 months ago
Version 1.0
workflow
courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
3 months ago

🎉 You asked, we listened!!!😁

The Master Entity's Opt-in Details' is now searchable, which means you can use this in Advanced Search and configure it as a trigger for Scheduler - thanks zita.white​ and your amazing team!!

And thanks to you felicity.eardley​ for providing the details of what you needed and why. Very much appreciated. And very cool to see this function out there in the wild!

 

Release date: 8/4/2025

 

  • felicity.eardley's avatar
    felicity.eardley
    Active Interactor
    3 months ago

    Thank you so much!  That will make extracting the required data so much quicker with less manual input.

    Thank you zita.white​  and team, this is very much appreciated.

    Felicity

    • courtney.youngblutt's avatar
      courtney.youngblutt
      Icon for Xplan Expert rankXplan Expert
      3 months ago

      Zita is amazing! So glad this will make things easier for you and others! 💜

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