Automations Flow Visualizer
R
Randall Nichols
The automations are powerful and so far I haven't found any crippling roadblocks, but my automation library is quickly getting unruly and it's hard to visualize what is triggering what and when. I'd love to have a visual pipeline/workflow builder (like Salesforce Flows or Twilio Studio).
Nate Montgomery @ SmartSuite
Merged in a post:
Workflow (/automations) visibility as flow chat - Work flow visualizer
M
Mhy Zen
I have shared this feature idea with Emma & Brian during office hours meeting and per discussion posting this request here as they really liked what i showed to them (high level) about Blue prints in Zoho CRM.
Currently in Zoho CRM there is an concept called "Blueprint", where users can get bigger picture of the end to end work flow as flow chart. Users can select what they want the transition criteria should be and start adding shapes in the flow chart area based on their work flow. At each transition point, users have option,
1) To define the automations/ user actions of what should happen before record reaches transition point
2) To define what automations/ user actions can happen at transition point
3) To define the automations/ user actions of what should happen after record moves from the transition point
More details can be found at - https://www.zoho.com/crm/blueprint.html (I have attached one screen shot of how Blue print looks like from the same website).
I have heard John talking about triggering automations from buttons, but if Smart suites can build something similar to Zoho Blueprints, i would say every user would love this feature. Thank you.
Note: For picking the category drop down, i could not find "Work flow" option, hence selected "Automations".
M
Mhy Zen
Hi Emma Montgomery, Brian Dollen, Jon Darbyshire, Peter Novosel & Artem Kunytsia Good morning. I am unable to edit my above post, so here i am sharing the link with more details on Zoho blueprint design/ set up. Current Zoho uses this for their CRM solution. Jon Darbyshire i saw in a video & also in another posts that you are trying to find ideas on how you can make Automations & it respective UI more user friendly. In my office hours meeting, Brian also stated you are looking for good inspirations. I am hoping details shared in this link can help you achieve great improvements in Smart Suites (like Automation bigger picture, user friendly workflow UI, ability to trigger automations from buttons, ability to move from one form to other form though a button click (& backend automation) & CRM work flow etc.) :) - https://help.zoho.com/portal/en/kb/crm/process-management/blueprint/articles/design-a-blueprint#Step_1_-_Enter_Basic_Information
M
Mhy Zen
Fyi Emma Montgomery , Brian Dollen, Jon Darbyshire , Peter Novosel & Artem Kunytsia