October
Copy conditions and make updates as you go! 🎊
Maintain compliance and export data from steps as PDFs or DOCX files
It's still a beta
We want this feature to be perfect and we're rolling it out step by step.
If you want to try it out, contact us using our chat widget.
Need to quickly export step details to a branded template, or maybe type an instruction that needs to be saved as a DOCX file? If that's the case, we've got you covered. With the new no-code templates, all this is possible from within your workflow and takes only a second.
No need for copying and pasting or juggling different tools. Learn more from this article.
Copy conditions from fields or steps ✔
Applying the same set of conditions to a number of steps sounds like a drag. Luckily now you can copy them over! Set them up for one field or step, and simply select them to be applied to other steps or fields.
Update form fields on the fly ✈
No need to click and update field settings to update the form label!!! Now you can do it by just editing the title. So simple!
Get to the bottom of it, quickly 🤿
Tired of looking for a specific deadline, or instances with a defined set of tags or priority? If that's been a nuisance, it is no longer. With our new sorting options, you can set filters on any column to get detailed results in seconds.
Simply click on the drill-down icon in one or more columns, select your options, and filter away!
Detailed filters are available for both active and completed instances.
Send Outlook emails code-free 🍰
We're adding Send email as a new no-code operation available in Next Matter. Saves you a whale of time, guaranteed!
For details, see Outlook code-free
Celebrate with users 🎉
It's still a beta
We want this feature to be perfect and we're rolling it out step by step.
If you want to try it out, contact us using our chat widget.
Little successes must be acknowledged, especially if you ask users to complete a long form. Why not add a custom message to thank them for their involvement?
Custom completion messages enable this and more! You can also decide where users should go next - be it inbox, portals, or the next task.
For details on how to create the message, see Custom completion message
