Idea Delivered

In Tridion Sites 10 it is now possible to select multiple activities and approve them all at once, where applicable. Selected decision activities will be grouped per activity definition. 

Workflow Approval Bundling / Multiple Components

As a content editor or workflow approver, I need to be able to bundle/group components in workflow so I can select multiple components to approve at once instead of one at a time.

Travis Repetto
Parents

  • For admin users, in the Classic UI, we already support the Finish action on multiple activities:

    However, where a next activity (and optional message) is required, the user will need to be supply this separately for each selected activity.

    So, what's being requested is a similar list to this, but for a normal (non-admin) user's activities, which they can filter, search, sort, etc., and which would have an 'Approve' action. Pressing 'Approve' would allow the user to provide a single message and 'next activity' (e.g. 'Accept'), which would then be used to finish all the selected activities? And probably the activities in the list should provide a clearer indication of the item(s) with which they are associated?

  • in reply to Nick Hill

    I'll note the biggest gotcha I can see here to let people comment on the desired interaction where the "next steps" don't align.

    One catch and reason the (admin) user is currently prompted to process each decision or activity is that they each could theoretically have different finish actions.

    So a "Review" task might have options to "Decline" or "Accept" whereas another task might have some or entirely different Next Activities.

    In terms of solutions and interaction, I could imagine some options:

    1. When performing a "bulk" action, the user could select from ALL the possible options from all the selected items in one go (thought this seems like an odd interaction).
    2. Users can only perform bulk actions by selecting everything using the same task. User can't select everything and act on the entire list unless the tasks are all selected. Maybe an option to choose like tasks would help.
    3. Workflow introduces a new concept or way to define "Accept" or "Decline" a task so there could be a single "accept" or "decline" all button?
    4. Perhaps there shouldn't be an "accept all" button. But rather the full list should let users try to set the next activity across multiple items in fewer clicks?

    As an idea, I want to be careful to not suggest the ultimate solution but a change here will need to address a list of tasks with different next steps.

Comment
  • in reply to Nick Hill

    I'll note the biggest gotcha I can see here to let people comment on the desired interaction where the "next steps" don't align.

    One catch and reason the (admin) user is currently prompted to process each decision or activity is that they each could theoretically have different finish actions.

    So a "Review" task might have options to "Decline" or "Accept" whereas another task might have some or entirely different Next Activities.

    In terms of solutions and interaction, I could imagine some options:

    1. When performing a "bulk" action, the user could select from ALL the possible options from all the selected items in one go (thought this seems like an odd interaction).
    2. Users can only perform bulk actions by selecting everything using the same task. User can't select everything and act on the entire list unless the tasks are all selected. Maybe an option to choose like tasks would help.
    3. Workflow introduces a new concept or way to define "Accept" or "Decline" a task so there could be a single "accept" or "decline" all button?
    4. Perhaps there shouldn't be an "accept all" button. But rather the full list should let users try to set the next activity across multiple items in fewer clicks?

    As an idea, I want to be careful to not suggest the ultimate solution but a change here will need to address a list of tasks with different next steps.

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