As admin, I’ve created a managed workflow -- send booking confirmation via text. I’ve applied that workflow to every managed event type for the organization. When I go into any managed event from my admin profile, the workflow shows up in the notification sequence.
However, when examining the notification sequence from the team member perspective, the managed workflow does not show up, even though it has been applied.
Is this a bug, or am I doing something wrong?
It’s not a bug. Managed workflows applied at the admin level don’t automatically appear in each team member’s notification sequence. Team members need to have the workflow explicitly assigned to their event types or permissions updated so they can see it. Check that the workflow is applied to each member’s event type individually.
As an admin, I have applied the workflow to every managed event type in the organization, so shouldn’t it be assigned to each member’s event types?
I hope you’re not saying that each team member needs to go in and apply the workflow to their own events.
Hi
Since these are text workflows, you can reach out to our support team via chat or email and they’ll be able to check the delivery status for you.
Let me know if you have any questions!
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