Automatically Assign Processes to Companies Based on Matching Flags
We’d like to request a feature where assigning a flag (e.g., “Microsoft-365”) to a company would automatically assign all process templates with the same flag to that company.
Use Case:
A company is flagged “Microsoft-365.”
All process templates with the same flag are automatically assigned to that company.
Currently, flags can only be applied to processes after they’ve been assigned to a company. Flags cannot be applied to process templates in Admin > Process Templates, so there’s no way to link templates and companies via flags ahead of time.
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