4/6/2017

Attendees:

Eric Hartnett

Filip Jakobsen

Ann-Marie Breaux (Deactivated)

Charlotte Whitt

Simona Tabacaru

sgwenzel

Dan Huang

Daniel Xiao

Susan Martin

Kizer Walker

Filip reviewed the selection-related apps in his new resource management prototype.

Workflows app

• When importing workflows, what happens when an imported workflow, or step in the workflow, conflicts with an existing workflow/step? When importing, it may be a good idea for the workflow to be inactive by default so that it can be tweaked before it's activated. Is it possible for warning notes to display in new or imported workflows on those steps that are in conflict with an existing step?
• How can we manage batch importing in workflows?
  • The spreadsheet is imported on a schedule
  • The workflow looks at the subject field and assigns it to a selector
  • In the selector's account, the selector has list logic set up so that when they're assigned something from the workflow, it goes to a specific list.

Other

• As with workflows, it would be nice to be able to import report templates created by other institutions.