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Action Item Workflow

Need to be able to make workflow active but not require a reviewer to be assigned. We would like to enable workflow so that users submitting Action Items can include a recipient if they choose (i.e. employee change is for, regional manager, etc.) but not to require it. Currently if we activate the workflow process, it requires a recipient be selected before it can be submitted. Functions fine as-is if we could make that add reviewer optional vs. required. More functionality is needed in this program and we hope it is coming but this would be a temporary bandaid to help with some of the missing approver functionality.

  • Guest
  • Dec 27 2023
Company Croell, Inc.
Job Title / Role HR Manager
I need it... Yesterday...Come on already
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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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