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Jacques Fortin

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  1. 19 votes
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    Jacques Fortin shared this idea  · 
  2. 20 votes
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    Jacques Fortin shared this idea  · 
  3. 9 votes
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    Jacques Fortin shared this idea  · 
  4. 4 votes
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    An error occurred while saving the comment
    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.

  5. 6 votes
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    Jacques Fortin commented  · 

    To add to this idea, with the recent huge and great change to PF, make the shapes themselves auto-size to the text that is put in when creating a new object. Before the text would be hidden, now you can see it go past the object, but perhaps have the object size when created be bigger then it's default size if there's more text then can fit in the default size.

  6. 23 votes
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    Jacques Fortin shared this idea  · 
  7. 1 vote
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    Jacques Fortin supported this idea  · 
    Jacques Fortin shared this idea  · 
  8. 11 votes
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