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Autosave/Drafts for Requests being Created within a Project

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Level 4

8/23/22

Description - After a thorough implementation, we decided to use the Request Queues built directly in the projects. The functionality is great. We have a project template set up with Queue Topics, Groups, Forms etc. The issue is that when creating requests directly in a project there is no Autosave or Drafting functionality that we know of. Our users are becoming increasingly agitated by having complex requests easily deleted at the unfortunate click out of the request window or accidental refresh of the page.

 

Why is this feature SO VERY important to you - Our current solution is to submit requests without auto-routing to a traffic team so the work can be saved. Leading to needing to save as you go, something that is antiquated in this day and age, especially knowing that autosave exists in many other places in Workfront, including the Global Request Queues area.

 

How would you like the feature to work - simply autosave as you go with a Drafts section built into the Request area of the Project. Or a new section called Request Drafts. Draft autosaves until the Submit Request button is clicked. 

 

Current Behaviour - User begins a request, fills out info and has to Submit the Request in order to save it and continue working on the request, and they must click save as they progress. If users haven't submitted the request yet or haven't recently saved, it is very common for users to accidentally click out of the window, closing the request and clearing all the info. Leading them to have to painstakingly recreate the request they could have spent many hours on.

 

Please prioritize this, WF.

6 Comments

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Level 1

9/14/22

agree. for an efficient and effective workflow to match a high-speed work environment, the need to be able to switch gears and multi-task while not losing any work in the process is a must

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Level 1

9/14/22

YES, it's a MUST-HAVE! This is so frustrating, so I hope adding an autosave feature there (especially since it exists elsewhere within the software) would be a relatively easy implementation. With cloud-based services, we live in the world of autosave/drafts!

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Administrator

4/26/24

This idea is currently being investigated by the Workfront Product Management team. An official response will be provided by the end of May. Thanks for your patience!

 

@ncdd23 @ItsMeJB @jennaslade @katiemariemorrill 

Status changed to: Investigating

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Employee

5/31/24

Hi Everyone,

 

This is a really valid request and we are aware of this.

We look to improve the end-to-end work intake and requesting process in Workfront and we will make sure to consider this request as well.

 

Thanks a lot for your patience!

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Employee

11/25/24

Hi everyone,

 

We are in process of building our new intake service. Currently, it supports Workfront Planning request only, but in 2025 we are going to support Workfront request queues in the new service as well. We will consider this idea when working on drafts logic.

 

Thanks for the idea!