The Top 10 Workflow Mistakes in Dubsado

With all of the different combinations of actions and triggers, workflows can be a very robust feature to tackle. In this webinar, we will be reviewing the Top 10 most common mistakes users make when setting up workflows. This will be a great resource for reviewing your own workflows!

Download the handout here: https://drive.google.com/file/d/1XI1kyrCOv8APHNcMKa9cKFI7Oa7BH_v-/view?usp=sharing

0:50 - #10 - The Triple Action Bundle Blunder
3:57 - #9 - The "After All Previous Actions Complete" Anarchy
7:15 - #8 - The Missing Form Link Mystery
9:13 - #7 - The Diabolical Double Payment Schedule
12:51 - #6 - The "Send Email" Spell
16:57 - #5 - The Ruthless Reminders
20:15 - #4 - The Form & Scheduler Evil Twins
25:48 - #3 - The Elusive Embedded Scheduler Ghost
30:53 - #2 - The "After Form Completed" First Trigger Fiasco
33:15 - #1 - The Public Scheduler Hyperlink Hypothesis