We are working on creating workflows of who can see what accounting fields. It would be great if we could save these workflows after creating them so that we can share and discuss them before going live.
This is already a feature for expense approval workflows and it would be great for all of the workflow builders.
Hi Elijah! Thanks for the post, and welcome to the Ramp Community
Currently, Ramp’s workflow builder allows you to test and preview expense approval workflows before activating them. Could you tell me more about which accounting fields and workflows you’re focusing on? Would love to better understand to share with our Product team!
We are hoping to create filters for our GL accounts and sub-accounts. If one is filled a certain way, filter the options for the other. We have been working on these workflows, but haven’t been able to save them as a draft.