Automate Email with file attached.
Idea - As the workflow is complete the system would generate an email with a copy of the completed PDF/Report attached, this would automatically send to the user who has completed the workflow. Additionally also having a txt field to add clients emails for instant reports as well. Great for quick response to clients, supervisors and for file creation and ease of storage.
Edit content in completed workflow report
Have the ability to update content captured while executing a workflow. This could be adding more content or replacing content.
Reuse evidence content within workflows for future users
When a user completes a workflow and is required to submit media (action step) as evidence of work performed, it would be great to be able to easily reuse that submitted content as examples of best practice. An example of this would be: A technician performs a great job and we'd like to use their submitted photos as examples of best practice. If we could somehow decided which media to include and then have that media automatically linked onto the appropriate workflow steps.
Workflow Progress Dashboard
Dashboard/reporting view of completed and uncompleted workflows so that progress through a job can be tracked.
Dropdown field integration into Action steps
I want to collect predefined information from users. The usual way would be to either to use the check boxes (multi or single choice) or drop down menu. Neither of this functionality is available in Action step.
Simplified Creation Of Workflow Steps
When building a workflow that has repeatable steps (i.e. the steps follow a repeated pathway) it would be useful to select multiple steps, copy them, and paste the steps where you needed them. This could also be achieved through a step library where you could save a number of steps as a template, and then bring them into existing workflows where you wanted - thus saving time having to create multiple steps each time.
Specify format of workflow responses
When a user is executing a workflow, and they arrive at an action step that is asking for text, can we provide some restrictions on how that provided text is formatted? e.g. if I was looking for a user to provide me the version of a piece of software, I would ensure that users could only provide answers that matched the "XX.XX" format.
Rich text within workflows
Text within workflows is always at the same size & colour. This makes it difficult to call out important information within a step to the user. It would be really useful to adjust how large or small the text is, what colour it is, and if its bolded or italicised.
Workflow action steps able to accept CSV files
Sometimes when a user is actioning a workflow they want to include a CSV file as apart of the attached media (testing, configuration, calibration). Currently CSV files aren't accepted into HINDSITE.