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SamanthaIsin
SamanthaIsin
Level 7
June 22, 2020
New

Discard Custom Messages over Versions of Proofs

  • June 22, 2020
  • 3 replies
  • 509 views

You know how you can include a message on Proofs? But then it sticks with the proof throughout it's lifespan unless you select 'discard custom message'? I would like to suggest that those custom messages only send the first time. It causes confusion when a proof owner adds a message on the first version that is only applicable to that version, and then it carries through on version #2 because they forgot to take it off.

    3 replies

    K
    KevinQu1
    Level 10
    June 22, 2020

    This should be a toggle/optional change in behavior as in our case we rely on that message area to self-populate so when adding a new reviewer after the routing starts that new person does get the exact same message. So it does have some positive sides.


    I still upvoted the idea, since it's always good to have options and alternate configurations.


    But I added the above caveat because WF sometimes makes changes without realizing the previous behavior might have been a benefit to some users.

    Heather_Kulbacki
    Community Advisor
    Heather_KulbackiCommunity Advisor
    Community Advisor
    March 17, 2021

    Definately agree with Kevin's comment on the toggle option to keep or discard the custom message. For us, we would generally want to discard, but I completely get his use case.

    B
    BrendanO_
    Level 2
    April 17, 2021

    In our business there is no value or sensible reason for repeating a ‚Äòcustom’ message in a new version, where that new version may have different recipients and/or requirements.

    Even more importantly, there is absolutely no value in the person who created the custom message having it repeated back to themselves

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