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Comments on workflow transitions - display in Item Details

Comments on workflow transitions - display in Item Details

It would be really neat to be able to create a field in Item Details (poss elsewhere too ?) that would autofill with comments from the workflow.  For example, when taking a delivery, the user clicks on the 'Accept delivery' transition and has to submit a comment as to where the delivered item is.  If this could be a field that was configurable to use a picklist AND then write that same info to a field of the same name in Item Details, it would mean the recipient only has to enter the data once, but it is then visible in Item Details should someone else be calling up the record to see where the item is currently located.

 

I know that the info in this comments box is used in a couple of places (? in the email triggered by the workflow transition , and in the Workflow tab (which I can't seem to see on this workspace), but at the moment it is not v visible when looking at the record on a separate occasion.  

 

In fact, if you could edit the workflow comments to be separate fields rather than just one box, that would expand this idea further.  It reduces the clicks a user has to make to fill in the required info while makingit more obvious which info IS required when moving something to the next state in the workflow.

 

 

Hope that makes sense,

 

Thanks,

 

Fiona

4 Comments
nguyentru
Alumni
Status changed to: Future Consideration
Hi Fiona, We appreciate you submitting this request. We will review this request and add to our future enhancement list.
avirobbins
Contributor

I think it would also be extremely valuable to configure the workflow comments using either multiple fields or picklists, this way you can prompt the user for necessary information rather than using a validation script.  This will greatly enhance the user experience when they forget to enter information and have to go back to item details, edit the page, save, and then click the workflow transition again.

benderk
Autodesk
Thank you for submitting your idea. Have you tried the Modern Interface lately? We request that you review your idea in the context of the Modern interface. If your idea is not addressed, we invite you to create a new Idea in the context of Modern so that it can be addressed accordingly. Sincerely, Keri Bender | Global GTM Business Strategy Manager, Product Lifecycle Management
benderk
Autodesk
Status changed to: Archived
 

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