Workflow/UX requests for automations

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In a discussion regarding workflow and UX requests for automations, user ganncamp outlines several pain points and feature suggestions to improve the automation interface. They propose a template system to duplicate existing automations for efficiency and request that the UI remain accessible when saving state or parameter pairs, rather than kicking the user out of the editing session ganncamp. Additionally, they suggest adding direct links from an automation to its underlying report for easier verification and parameter review ganncamp. User sam acknowledges the feedback and forwards it to the staff experience team. Further issues raised by ganncamp include a validation bug where enabling an automation does not require a Recurrence unit if a number is entered, and a request to customize the email subject line per automation to include specific group details ganncamp.

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We’re getting into automations now. Specifically, I’m starting to send reports to groups in my company. I’m starting to wish for a smoother UI:

  • I’ll be sending the same report to multiple groups, customized for that group. I’d like to have a starting point of duplicating an already-configured automation so all I have to do is change the automation name, email and report parameter

  • If I want to save state in the UI while I’m creating a report automation - let’s say I want to enable it so I get the ‘Trigger Now’ button for testing - Update automation kicks me out of editing the automation and I have to click back into it before I can continue :frowning:
    Another use case is that I’m adding the key/value parameter pairs to the report. Saving that dialog kicks me out of editing the automation :angry:

  • From the automation give me an easy option to get to the report its running. The use case here is

    • double-checking which report it is
    • needing to review the parameter options/values to add or change
    • run a quick check of what the report is currently showing without having to run the automation (and potentially spam people you didn’t want to disturb)
6 Likes
2

Thanks for the great feedback here! Alerting the staff experience team about it.

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One more: I was able to save an enabled report automation without specifying the Recurrence unit :woman_facepalming:
Simply filling in the number was enough to satisfy the required-ness of the field. E.G.:

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1 Like
6

Let me customize the message title per automation. I’m sending the same report to multiple groups and cc-ing myself. Being able to put the group name in the subject line / title would be very helpful.

1 Like