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38 Vote

Link Form workflows to Process workflows to avoid double entry

Form Workflows to link with Process Workflows, as at present you have set the status for both workflows

• Guest
• May 18 2016
• Future consideration

Processes

• Comments (5)
• Votes (38)
• Merged ideas (1)

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  Ayomide Leshi commented

  October 21, 2020 11:16

  Hi,

  Will we have a progress update on this since its been over 4 years now? My company rely heavily on processes as it's such a great tool for reporting. But the double work makes it less efficient and accurate. When a form status that is associated to a process task and is closed, it's a good idea to have the process task automatically link and close too.

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  Admin
  Betsie Hoyt commented

  June 07, 2019 15:27

  Definitely a good idea. We are looking at how to improve processes and this is on our radar. It is not yet targeted for the roadmap but it is in our backlog for work.

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  Shane Blaney commented

  January 03, 2019 16:19

  This is a must, as FV prides itself on making the task at hand easier. At present we are double jobing.

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  Claire Wilson commented

  November 01, 2018 16:55

  This would prove very useful and has been raised by our project teams - any update of if this will be planned please?

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  Guest commented

  January 08, 2018 11:24

  This would simplify things on such a major scale. As when you're doing a review of progress using the process it will show a true reflections of signs off completed too. At the moment, forms could be shown as Complete but the process stays on Not Started as this status hasn't been changed,

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• 13 Vote

  Option to auto-update a process task after completing a form Merged

  It would be great if a process task could be auto marked as complete once an associated form was completed and signed off. This would stop users having to update a process task once a form is complete. Reporting would be much more accurate and bas...

  

  Created 03 Oct 09:41 by Guest

  Processes

  3 Future consideration

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