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Latest release: March 2024 - Release 1 - Renaming of Workflows

  • March 15, 2024
  • 4 replies
  • 124 views

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This is great. Glad we can rename workflows now. :)

 

Please consider making some improvements that may have been overlooked during this enhancement/update in NAC. 

 

Instances will no longer be filterable by the workflow name. You will not get a full picture of all instances under any given workflow if the workflow has been renamed. Below is an example if I filter for the new name of my workflow. 

 

Below is how I have to pull both instances of the same workflow now which is not ideal if it’s completely renamed to something entirely different: 

 

Recommendations

Option 1: Update workflow instance history to reflect latest name of a given workflow when it’s renamed, that way we can filter by a workflow, regardless of name changes.

 

Option 2: Consider adding the workflow ID to the publish dialog box as read-only field and add custom filtering for workflow ID in the “custom filter” section of instances.

 

Option 3: Add a new “Info” selection in ellipsis on a workflow that has information about the workflow for workflow owners to see and add custom filtering for workflow ID in the “custom filter” section of instances. If going with Option 3, include more than just workflow ID for convenience. Like business owners, workflow owners, created by, created by date, history of name changes.

 

Option 4: Have something built into instances that returns any cross-references against the workflow name so when you search it checks for previous workflow names as well and returns those results as well. It’s obviously being tracked in version history. Maybe this is a possibility.

 

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4 replies

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  • Author
  • Communicator
  • 367 replies
  • March 30, 2024

Has something changed? Now no history shows up for the old name - not by searching for the old name or new name of the workflow. Sighs. 

Any suggestions? 

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  • Nintex Employee
  • 27 replies
  • May 15, 2024

Hi Brandi,

We've read through this and your Aha Ideas comment - as always, thanks for your feedback. This was indeed a miss, apologies for the trouble.

We are gravitating to your Option 2 - Being able to search based on Workflow ID. Teams are currently working on a number of higher priorities; I will endeavour to update you here as we progress.

I see you have already raised a support case for being unable to search for instances on the old name - The team has the defect in their backlog, and will work to resolve it after the higher priority items.

 

Regards,

Kate Huynh

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  • Author
  • Communicator
  • 367 replies
  • May 15, 2024
kate wrote:

Hi Brandi,

We've read through this and your Aha Ideas comment - as always, thanks for your feedback. This was indeed a miss, apologies for the trouble.

We are gravitating to your Option 2 - Being able to search based on Workflow ID. Teams are currently working on a number of higher priorities; I will endeavour to update you here as we progress.

I see you have already raised a support case for being unable to search for instances on the old name - The team has the defect in their backlog, and will work to resolve it after the higher priority items.

 

Regards,

Kate Huynh

Thanks Kate

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  • Scholar
  • 17 replies
  • May 17, 2024

@kate 

Filtering by workflow ID would be a very welcome addition. Currently, when we choose Instances from the Workflow List, More (...) options, we’re taken to the Instances page with a filter on the Workflow Name

If we have several workflows that begin with the same name, we end up seeing instances for ALL the workflows instead of the single workflow. 

For example, workflow names could be…

My Workflow

My Workflow DEV

My Workflow With Additional Descriptors

 

If we choose Instances from the Workflows list for “My Workflow” we see instances for all three workflows.

Thanks!

 

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