We’ve released two great improvements to the form workflows in ParentPaperwork:
- Select User on Workflow
- Autocomplete of Workflow Steps
Select User on Workflow
Until now multiple Users could be selected on an Approval workflow step, when the workflow step ‘Send for Approval’ was actioned all those Users would receive a notification, and any of them could then take the Approve action.
This feature allows an option to be set when configuring the workflow to say that the User taking the Send for Approval action must nominate one of those Users to take the Approve action.
When editing a Workflow Step for an Approve Step, there is a new drop down option to ‘Choose from one selected User’.
When a Slip is moved through the Workflow, the User who actions the ‘Send for Approval’ step will be prompted to nominate one of the group of Users allocated to the Approve Step.
Autocomplete of Workflow Steps
We have tweaked the workflow system to auto complete steps under two circumstances to make usage more intuitive.
- After an Approve step is actioned where the next step is a Send for Approval, the Send for Approval will auto complete. Deals with workflows with multiple approvals and means the person actioning the first Approve step then doesn’t have to manually action the next Send for Approval step
- After the Approve step is actioned where the next step is Queue to Send, the Queue to Send step will auto complete. This means if the person approving doesn’t realise they need to take an action again to Queue the Slip, the job is done for them.
Note: Auto-complete will not fire on a Send from Approval step after an Approve step if a User needs to be selected for the next Approve step – otherwise there’s no opportunity for that User to be selected.
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Photo: Lucélia Ribeiro