Unique ICONS for action archetypes in Builder
complete
Kamal Saran
Merged in a post:
Indicate action type
H
Harsh Seksaria
While selecting existing actions in case flow, indicate the action type beside action name for easier understanding and picking the expected action type.
C
Claudine Richardson
Hello Harsh Seksaria! I have a few more questions for you:
- Can you provide examples of the different action types you would like to see indicated next to the action name?
- How do you believe this change will improve your workflow or productivity?
- Are there specific actions where the current lack of type indication is causing confusion or mistakes?
H
Harsh Seksaria
Hi Claudine,
- I would like to see it for all actions in the list. I think just giving action type icon before name would suffice.
Answering 2 & 3 together:
Let's say I have two actions - "Extract Data" and "Data Extraction" which are Manual and Trigger External API actions. Now picking this while creating case flow is confusing, I don't know which name is which type, and hence I would have to go back to service line, check action type, and then choose in case flow. Or I don't know while creating flow, if "Send File to Customer" action is a Send Email action and only after adding I see it's a Manual action, then I have to delete, find/create the required action, then use it.
Hence, having icon next to name would be very helpful.
Hope this helps.
Kamal Saran
complete
Hi,
Do you know what, this is ready to use now. We’d love to know what you think! A production release 2021.1.12.0 including this is ready.
You can also check out the full content of the release at https://docs.enate.net/whatsnewinenate2021-1/
Please discuss accessing a 2021.1 production release with the Enate Customer Success team.
Thanks,
Kamal Saran
Enate Product Manager
Kamal Saran
ready for 2022.3
Kamal Saran
considered for 2023.1