Dialog Process improvements


Dialogs are useful but there are a number of enhancements that will make for a better user experience
1. Allow a prompt/response to be set as business required
2. Option to disable Previous button on a Page as using it can create duplicate records if the previous step created a record

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4 Comments

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4 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

Process Improvements - Conditions


Workflows and Dialogs
1. Conditions. If conditions are always ANDs. Provide option for OR within conditions.
2. Ability to insert Conditions around existing steps e.g., if have created some steps and then realise need an if you have to delete the steps and recreate
3. Allow for more t...

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2 Comments

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2 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

Process Child Workflow parameters


Child dialogs can have parameters passed to them
Allow child workflows to have parameters

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2 Comments

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2 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS

Dialog process - CRM query results display


When displaying results of CRM query in a prompt and response just have options to check which fields to display and separator.
You cannot change the order of the fields which is random
You can only display string fields
If a field is blank on a record get an inconsistent result list<...

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1 Comments

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1 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

Process editor - do not autosave


when editing dialogs and workflows, CRM saves every time you add a step or click on OK out of set properties or changing entity in Create or Update
This makes
a) editing large dialogs and workflows very slow
b) if make mistake e.g., delete whole section you have no way on recovering<...

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2 Comments

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2 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

Processes - Records and Queues


In a process (dialog and workflow) have the following functions
1. If the record has been added to a queue i.e., has an active QueueItem record
2. If the record has been added to a queue, which queue is it on
3. Access to the QueueItem so can set WorkedBy or provide function to Workin...

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3 Comments

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3 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review