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Automated way to advance workflow

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cruzj
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Automated way to advance workflow

When a user receives a notification that a workflow action is available, the user clicks on the link in the email, which goes to the Actions tab, clicks on Edit on the Item Details tab, peform the requested action, clicks on Save, then go to the Workflow Actions tab, and click the arrow in the workflow so that the workflow advances. Is there a way to offer a "Save" or "Submit" button/flag (that would automatically advance) for the user so that there are fewer clicks?

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nguyentru
in reply to: cruzj

Hi Cruzj, There are two potential solutions to help minimize the clicking. 1. There is a new feature on top of the Item Details Tab - drop down selection, that allows the user to directly move the transition of the workflow in the Workflow Tab without going to the Workflow Tab. 2. Second option is to write an action script and add that to the behavior - upon edit. The action script will determine based on the number of fields completed will move through the workflow. This can be a complex process to script. My suggestions is utilizing the for option. thanks, Trung
Trung Nguyen | PLM Product Management | Autodesk, Inc.

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