Actions saved on existing workflows
Existing records may still contain workflow actions that create tasks, assign people, send notifications, or raise invoices when a saved stage begins.
This page describes settings already saved on existing records. It is not a guide to an available workflow editor.
A saved stage can contain actions such as assigning a person, creating tasks, notifying an assignee, or raising an invoice. Which actions run depends on that record’s saved settings and the event that occurs.
The removal of workflow setup screens does not cancel those actions or the invoices, tasks, and requests they have already created.
Engagement letters are sent through the agreement’s send process, rather than being sent again whenever a stage begins.
For rules attached to individual tasks, see task automations.