Have subtasks carry associated "Matter" data for workflows.
under review
Andrew Rowe
The completion of a Subtask will trigger the "Task Completed" workflow, but a subtask does not carry the matter and contact data. So If I wanted to complete a subtask on a matter, and that completion triggers automations, but it won't be able to perform a "Search Matter" function, as a subtasks "Matter ID" is blank.
Devanshi Kackar
Hello Andrew Rowe
This functionality has been added to Lawcus
Vinny R
under review