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Status Future consideration
Categories Application
Created by David Willequer
Created on Nov 3, 2023

Update Automation Rule Dropdown to use terminology for the related workspace(s)

Who would benefit?

Administrators and Workspace Owners

What impact would it make?

It would be helpful to have the automation rules follow the same custom terminology if it is used in a workspace or workspace template where that custom terminology is configured. This would ensure that when administrators are working with stakeholders to review or build automations, that it is clear to those stakeholders what records will be affected by the automations.

How should it work?

Update terminology in the locations shown in attached screenshots.



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