It would be great if you could add a feature (maybe even with visualizations) to see dependencies up and down stream from the workflow (as in input/outputs).
I have lots of workflows that are waiting for a certain Category\SubCategory\Item setting or from placing a Service Request. Then they change parts of the ticket, create tasks, add/remove tags, assign agent etc etc
So you can imagine if something is changed there’s a chance the automation won’t fire and troubleshooting can be a real headache.
I ended up creating a spreadsheet that I call Inventory of Automation that captures this info but it’s challenging to maintain - the xls contains:
- Workflow Name
- CYDEF SMART-Monitor Client Portal Access SR
- Automation Type = Workflow Automator,
- (one of): Workflow Automator, Supervisor Rule, Closure Rule, Business Rule for Forms, Priority Matrix
- Criteria / Inputs
- SR is raised by Anyone
- Requested Items = CYDEF SMART-Monitor Client Portal Access Request
- Actions / Outputs
- Assign to Group = Client Success
- Assign to Agent = BrynCYDEF
- Set Source = Portal
- Set Category = Software > S-Mon Portal > Access Request
- Email Requester to acknowledge SR received
- Skip new email notifications
- Linked to:
- Email Notification > Ticket
- Assigned to Agent
- Linked from:
- None (e.g. Fresh Caller voicemail left)
- Exclusions:
- None (e.g. Agents only)
- Description Text
