Product Suggestions

Welcome to accessplanit's Product Suggestions Portal.

The development of your system is predominantly based on the suggestions that we receive, so (ideas big or small) please use this tool to shape the future of your system!

You can keep an eye on our Product Roadmap here.

More advanced filters

One issue with the way workflows are currently triggered:

Lets say we created booking reminders for 1 year, 6 month, 1 month, 1 week and 3 days prior to the start of the course. Currently if a booking is made 1 day prior to the start date, then all of these reminders would trigger at once and bombard the user with emails.

... I think you would all agree, this is far from ideal!

A solution for this and other workflow issues or other filter issues, would be for more advanced filters, that would include operators such as:

  1. greater/less than ><
  2. plus +
  3. minus -
  4. brackets ()
  5. equal to ==
  6. not equal to !=
  7. dates (month could equal 30 or 31 days)
  8. AND &&

Using the above scenario, you could build something like:

1 week reminder: if current date is greater than (course start date plus 7 days)
1 month reminder: if current date is greater than (course start date plus 1 month)

I'm sure there are many more use cases for such filters!

  • Guest
  • Jun 1 2018
  • Gathering Customer Interest
  • Attach files
  • Admin
    Jenna Culshaw commented
    December 03, 2018 10:17

    Hi Sami, 

    While this product suggestion is still open, I am not sure if you're aware of an additional option we added into Workflow Actions earlier this year which allows you to decide if the action should trigger if the send date is in the past - this solves the problem you outlined at the top of this suggestion :)

    Many thanks,
    Jenna

  • Guest commented
    December 03, 2018 11:31

    That does help, thanks Jenna