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Share your product feedback

Status Future consideration
Categories Roadmaps
Created by Steve C
Created on Aug 31, 2026

Allow a workflow to be applied at document level

What is the challenge?
  • Workflows only appear to be configurable at the workspace level. This forces us to create many more workspaces than are required

What is the impact?
  • Complex workflow and workspace management

Describe your idea.
  • Allow users to apply a different workflow to record types, in particular, notes, whiteboards and knowledge records

  • Attach files