Add a bookmark feature.
Some of the flows that I am building include jobs that can run over a day. When agents leave for the day, it would be nice if they could pin-point exactly where they left off- not just which subflow they were working on, but which step in that sub-flow.
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Jacques Fortin commented
Just wanted to comment on this, not for the PF team but for anyone else that runs across this scenario of having to use a flow that can take more then a day to go through.
I personally have an upcoming flow to create on how to import data into a report in Excel and manipulate the data accordingly and sometimes having to modify some somewhat complicated formulas, updating graphs, etc.. The tricky part is the flow has to be able to be used by someone with absolutely no knowledge of Excel or what the report is about. Some early mapping indicates the flow will consist of about 700 objects that can only be broken down to 6 flows and would take more then a day to complete, thus ideally I wanted a bookmark feature as well.
After some brainstorming of how to use the current functionality to have a user be able to track where they were at the next day, I've come up with the following idea that I plan on using:
-- Set up the person (or people) as Editor if they are not already.
-- When the person ends their day, have them switch to YOUR DRAFT on the flow they're currently on
-- Have the person add an object beside the step they were in the very long flow which would be the bookmark.
-- Review the Draft, adding a comment that the draft is being used as a temporary bookmark to make the approver aware.of this.
-- The next day, the person goes to Review Your Changes and using the side-by-side comparison, takes note of exactly what step they left off on based on the object they created
-- Cancel the approval
-- Go to the step they were last at and continue from there.This works if there's only a few people having to keep track of where they left off, but theoretically if 200 people were doing this, an approver would see 200 hundred pending approvals the next day, so I'm not sure if this would work on a large scale, but if it's only a few people, I believe this would do the job.
Hope this helps anyone who comes across this problem or yourself Laurie.
Cheers,
Jacques.
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My thinking is that as users adjust to the flows, they will be able to get back to where they were more easily. They could also use browser bookmarks as well, or temporarily use ProcedureFlow starring ability.
One issue I would foresee if we had this functionality is that they forgot to regularly remove the "sticky note" reminders, their flows could get overpopulated with out of date notes. But maybe that would be a good thing, we could have notifications on areas that still need to be completed...
That leads to another idea that if they could add the job identifyer on the "sticky note", and we had notifications of unfinished work, that might help to keep track of jobs that are unfinished. That could be interesting!
We'll let people vote on this and see how desired it is!