Ideas for SalesPad Desktop

Additional Workflow functionality

It would be nice to be able to disable those auto pop-ups in workflow.

We have 15 queues, and at every queue, we need to click to release plus click OK to clear the message.  That's 30 clicks...  15 keystrokes that are not needed.

  • Guest
  • May 9 2019
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  • Admin
    Jacob Pegg commented
    10 May, 2019 05:09pm

    Rosa, 

    Do those action steps really need to be queues then or could they be configured as rule conditions with holds that get applied for each condition that is met.  That means you only get one message, unless your document requires actions based on the rule conditions being met.  Again, I may be oversimplifying things based on lack of understanding your specific use cases, and if so, I apologize.  But if you have workflow queues that are not important for the normal user, I would question the need to even have those configured as queues.

    Jacob

  • Guest commented
    10 May, 2019 02:18pm

    Hi Jacob,

    Thanks for responding.  The workflow has been a tremendous help in our order processing. Since we have been able to add / customize Salespad to meet our needs, we've added a lot more functionality in order processing.  We do use quite a few Auto Forwarding queues as well.  But, at every "action" queue, we get the message, and although appreciated, it's just another keystroke.  The message is ideal for Admin / or anyone who may be setting up the workflow, but for the everyday Sales person - its an extra step, and one that doesn't do anything for them.   All the  movement of the workflow can be seen in the Audit trail, so if there is an issue, we can always go back to the audit and follow the workflow.. I just thought that maybe having a setting to turn on / turn off the auto pop-up message would be great.  This way, the company can control whether or not it needs to pop-up  (some users do need it...  especially for testing, while the end user (salespeople)…  do not need it.

  • Admin
    Jacob Pegg commented
    10 May, 2019 12:56pm

    Rosa,

    Thanks for posting.  This feels like you aren't really getting the intended value out of workflow.  It isn't meant to waste a user or users time, but to make pieces of their job more accurate/efficient.  If the messaging for when a document moves into a queue is not useful, then is there really a point of having that queue?  Is a user on a single document move the document through all 15 queues at one time?  If that is the case, I can see how all of those extra clicks are annoying.  In an ideal scenario, workflow is meant to grab exception documents.  I'm going to pass this over to our customer success group and have one of them reach out to you so they can get a better understanding of your process and how to help.

    Thanks,

    Jacob