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Categories Workflow
Created by Samantha Schwartz
Created on Oct 18, 2024

Create notifications for other users or roles + enhance for workflows

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Who would benefit?

Admins and all editor-type roles, anyone responsible for enrichment

What impact would it make?

Large impact for those who are using automation and workflows within inriver for ongoing enrichment work that occurs throughout a team. Current notifications can only be created by an individual for themselves, which silos work and creates a visibility gap.

How should it work?

  1. A notification is created via a query

  2. The creator of the notification has the option to be notified by task or email as today, and also the option to assign the notification to a role or individual user, similar to the functionality in Workflows.

    1. Perhaps this functionality is only provided to those with certain permissions

  3. Once the criteria of the notification are met, the role or user would see the associated task in their dashboard and get an email.

  4. If used outside of a workflow, once the user completes the task:

    1. if the task is a one-time task (to be done by a certain day), they could mark it as closed

    2. if the task is a repetitive task (looks for a certain amount of entities to meet the criteria), the user would mark as resolved and either be propted by the system to reactive or the system could just auto-reactivate based on the type of task.

    _____

  5. In order to use this in a workflow, the notification must create a task.

  6. From here the task would be used as a trigger for a workflow, as it is today.

  7. Notifications could also be marked as "workflow tasks" and automate the resolution to active status, similar to how queries function now. in this way, they could be used as completion requirements as well as triggers.


Why is it needed?

This would be important in the overall functionality of processes within inriver allowing managers or admins to create notifications and tasks for other users or by role. Because there are often tasks to be done where there's no true "exit criteria" (for example, the task might be to check if there is data to be filled, but the data may not apply to every single product), these types of tasks cannot be monitored by a workflow.

Admins and other managers may want to assign notifications to their teams for delegation purposes and for visibility.


Additional feedback, background or context:


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