Dealer may have custom work roles (i.e. Finance Coordinator). We would like the ability to be able to add custom work roles as filters in the Workflow for a better view of which deals need to be worked on per role.
Erica Gladden
Currently we do not have a Workflow view for Finance Coordinator. This is a custom role that we created. We don't have the ability to add custom roles to filter on in the Workflow
It seems like what you're looking to do is filter the Workflow view so that only rows where the Finance Coordinator column is NOT empty will show up.
Peter will be in touch to better understand why you're looking for it to work that way.