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Merged Suggestions

This idea has been merged into another idea. To comment or vote on this idea, please visit VPC-I-500 Able to filter on custom fields in workflows.

Ability to add Custom Fields as a Workflow Filter (Trigger) Merged

The current workflow filters allow a great deal of flexibility in which items trigger a workflow however a common problem, particularly with design review style workflows (a very common use) is that in order to target specific items to specific users/groups for comment/vote one of a few workarounds is required:

 

1. Multiple workflows need to be created (with differing triggeres - usually resulting in duplicate revision statuses) eg:

- For Comment - Architectural

- For Comment - Mechanical etc

OR

- For Comment - Groundworks

- For Comment - Substructure etc

 

2. A single workflow is created with an initial QA node responsible for voting the item onto one of any number of decision nodes for different review panel permutations eg QA node votes onto 1 of 6 nodes with the following panels:

- Architectural, Structural & M&E

- Architectural & Structural

- Structural Only etc

- M&E Only

- Structural & M&E

- Architectural Only

 

The ability to use Custom Fields as a filter would allow users to set up a workflow for each package - as generally each package has a set group of disciplines required to comment/vote. Each workflow is identical in process but the panel members for each changes to reflect the commenting/voting groups required for that package only. Using the ability to template workflows, creating any number for all packages reqiured would not take long.

Benefits:

- No duplicate revision statuses required

- Targeted Voting/Commenting - parties only receieve items they specifcally are required to vote/comment on

- Ability to combine custom fields with other filters such as revision status - only items for 'Package A' and with revision status 'For coment/approval' are captured and sent only to the appropriate parties.

  • Jack Earnshaw
  • Feb 8 2017
  • In Review
Company Viewpoint
Job Title / Role Senior Implementation Consultant
I need it... 3 months

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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