자동화 워크플로/UX 요청

[ganncamp (G Ann Campbell)]

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
  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

• 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)

[sam (Sam Saffron)]

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

[ganncamp (G Ann Campbell)]

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

[ganncamp (G Ann Campbell)]

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.