Submit your Suggestions for Vista Web

Add Version #'s For Onboarding Documents / Custom Tasks

When a document is used across a large number of hiring (e.g., 100) profiles in the onboarding system, there are currently two methods of updating said document:

  1. Modify the existing document and/or custom task

  2. Create a new document and/or custom task from scratch

The upside of solution 1 is that if the changes are simple, you can make them within the record, and have the changes update instantaneously across all 100 hiring profiles. The problem is that you are changing a document and/or custom task that is in a live environment - severely limiting your ability to test the changes being made before they are rolled out. If you make a mistake during the update, things can go sideways very quickly, and rolling the changes back is not always simple.

The upside of solution 2 is the exact opposite - you are free to test as much as you need. The downside being - once you have it complete, you then have to manually deactivate the old document and reassign the new document / custom task to all 100 hiring profiles all over again (and hope you don't miss one along the way).

If you were able to create new version numbers of the same documents - linked to a single record, it would solve this dilemma. For example:

  • Version 1 of my application is live.

  • In order to update the document, I access Version 1 through the Hiring Process Builder and create a new Version 2 - the two records are linked, but Version 1 remains active, while Version 2 remains unassigned to any hiring profiles.

  • I finalize my work on Version 2 and, once satisified with my testing, change the "live" version to Version 2.

  • Version 2 replaces Version 1 across all hiring profiles.

  • Guest
  • Nov 10 2021
Company Rieth-Riley Construction Co., Inc.
Job Title / Role HR
I need it... 6 months
  • Attach files

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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