Workflow Reports to include more detail such as complete workflows and outcome info.
The Workflow Report shows the current step. The workflow task report shows the current step and task but not the user/team/role assigned. You also can't see any completed info on the workflow task report. If you are managing an office and trying to review where multiple employees are on all of their workflows including what outcomes they've selected for certain steps, you have to go to each individual workflow and run the timeline report in order to see the outcome itself. There isn't another report that shows this. I just watched a webinar on 6/6/18 about workflows. The host expressed how much their office loves outcomes because you can track thing with them but when you try to actually track the outcomes you can't find them anywhere, not on reports, not within completed workflows, only in the timeline.
Angie
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Sarah W.
commented
I would love to see this idea implemented. The Workflow Checklist PDF does NOT list out what Outcomes you have linked to a Step.
I needed to see the Outcome information and just spent an afternoon using a very tedious work-around just to get the Outcomes listed next to the Steps in ONE document.
I needed this so I could share it with others for verification that the Workflow and Outcomes were correct. Rather than making everyone in the office who would use this Workflow test it and the various Outcomes in a dummy Contact record, it seems like you should be able to easily see the Outcomes listed next to their Step.I called RedTail Support today to make sure I wasn't overlooking something. The rep verified that there is no way currently to see what the Outcomes are on the Workflow Checklist.
The current options seem "user-UNfriendly.”