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Workflow Requests re Custom, Fixed / Flexible, and Auto-Assign Rules

3 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Danielle Fleming

    Something that has come up for our team with regards to custom workflows is that we need the ability to re-assign a task when changing statuses, along with the ability to assign someone knew to the process.ย For example sayย Nickย on my construction team isย assigned the task of "prep list needed" for a project. He completes the prep list in the description of the task and then marks it as "ready to be pulled". Using the current configuration options the task then adds Joe Bailey as an assignee which lets him know to start pulling materials/tools for that particular project.

    However, Nick still sees that he is assigned to this task and thinks that there is still something that he needs to do. Obviously not everyone would assume this but with the volume of work our team needs to accomplish in a given day/week it can get confusing. Particularly when a team member is out in the field and just wants to double check something on their phones or tablets and they're bogged down with tasks that they thought they were done with.

    This is something that I am manually doing for each task of this type currently. It would be great if that could be automated though.

    Please feel free to reach out to me with questions.

    Thanks!

    Danielle

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Carolanne Mak [ooo 26 June]

    @Stephanie, also looking for advice / assistance on workflows. Any updates or suggestions?

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Joshua Balentine

    Hey Carolanne,

    We could use many of these features as well.ย A while ago, Iย found another post related to one of them:ย User Groups. I have to imagine that when that thread happens, groups would be available in the custom status assignment as well.

    We're especially interested in auto-assigning based on custom fields though I would also want to be able to fill the user custom field from a request form somehow (either directly orย puttingย the routing feature towards a custom field instead of assignees). An alternative could be this thread which asks for a routing feature similar to what they semi-recently added to request forms:ย Assign on Status Change as Routing Mechanism.

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