Hi,
Unfortunately, there is no OOTB way of doing this. You may need to create a custom review workflow and find a trigger an API to initiate this workflow for the selected records. There can be a custom button created in the UI to make this more of a "self-service" option.
May I know what would users review and what can be the possible outcomes after the review?
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Thanks,
Snehil Kamal
Senior Solution Architect
Reltio
Bangalore
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Original Message:
Sent: 12-16-2024 08:16
From: Anonymous Member
Subject: Initiate workflow based on filters
This message was posted by a user wishing to remain anonymous
Can we send some data based on filters to inbox for review?
Use case-For particular set of data with some filters in advanced search, business needs to review those particular data in the inbox. Is it a way to send these data in the inbox for review based on some filter condition?