This may be a stupid question, but is there an option that allows workflows to automatically start on creation? What I'm trying to do is configure a workflow that starts automatically when a client launches a project from the client portal.
So far, I can automate almost everything up including quote sending, conversion into project and file delivery, but it still seems to need the click of a button to actually start the workflow.
Am I missing something here? It seems like a basic functionality.
Customer support service by UserEcho