One of the most commonly requested features we get is the ability to handle processes that aren’t linear. This is often the case when a process “forks” (ie. a single application is used as an entry point for various types of requests), as well as when certain answers should trigger additional requirements. In response to this need, we’re working on developing a new feature called “Subprocesses.”
Here are the current working mockups for the feature. The idea is that in your template editor, you’re able to choose from the processes you’ve already created and mark them as required subprocesses of a parent process. They can be either always required, or conditionally required. If conditionally required, you’re able to set rules on existing form fields that trigger those requirements. Then, when that process is launched, required subprocesses appear on the lefthand side of the active process view, above the list of steps. From that panel, users can click on subprocesses to launch them, which would bring them to a modified version of the active process page with a banner at the top, indicating that the process is a subprocess, and offering a link back to the parent.
We’d love any and all thoughts / feedback on these mockups. The goal here is to create a feature that accommodates as many new use-cases as possible, so if there’s something missing that you’d like to see, or if you think something should be different from how it is here, please respond and let us know!
A few quick notes:
- The actual data displayed in these mockups is completely arbitrary, and it’s entirely possible it doesn’t make sense. Please disregard! The mockups are all about the interface.
- Certain areas of the interface have been blurred out. This is intentional, in order to highlight the changes that are being made, and eliminate unrelated distractions.
- We’re still toying with the idea of including the ability to mark a subprocess as “optional.” If anyone has a use-case that would require an optional subprocess, please let me know. Otherwise, my inclination is to leave that element out of this iteration.
Thank you all!