So I'm attempting to streamline an internal process we follow to request part #s setup in our ERP. I've attached a screenshot of the ideal process flow, but basically the key steps are as follows:
We have no issue completing steps 1-2 and 5, however step 3 & 4 seem to be posing some hurdles when attempting to automate:
Any other suggestions or insights into this process is greatly appreciated!
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So I've confirmed User 2 with the 'Worker' license is able to revise custom forms submitted by other users....so that's a win!
Still wondering if WF has "phased" notification of sorts....meaning since User 2 was initially automatically pinged by WF when User 1 submitted the form (phase 1), is there anyway for WF to automatically inform User 3 once User 2 is finished adding their data as well (phase 2) or will it have to be a manual @ mention?
If by “ping” you mean email, one crude but effective(ish) approach would be to train User 2 to Assign the Request to User 3 when the time comes, and for User 3 to have their alerts set to email them when they are assigned to a Request. From there, User 3?can then finish off and send the @mentions as you’ve described, or (bonus) if there is a problem, Assign the Request back to User 2 for correction.
On the other hand, if (rather than email) you can train your team to monitor their work from within Workfront, I invite you to consider these One chart to Rule Them All and/or Switchback Workflow posts for inspiration.