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!
Topics help categorize Community content and increase your ability to discover relevant content.
Views
Replies
Total Likes
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?
Hi Chris,
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.
Regards,
Doug
Views
Replies
Total Likes
Views
Likes
Replies