Drop-down picklist instead of free text entry for re-usable workflows

Diane
edited October 9 in Ideas board

What problem are you facing?

Currently re-usable workflows allow a free text input option, which suggests most recent entries. The value entered will be used in processing within the workflow, often relating to fields/data to use for matching etc.

This leaves risk of error, if the user enters a typo, which could result in incorrect results, with no obvious warning signs.

We would like the option to limit the available options, to a pre-defined list, to avoid risks of free-text entry.

What impact does this problem have on you/your business?

As above, risk of incorrect data processing options, and therefore incorrect outputs.

Furthermore, if a user enters an incorrect value once, it will remain in the list of suggested recent entries, increasing the risk of the false value being entered again next time.

Oftentimes the value will be case sensitive, which increases this risk. For example if your entry needs to be "key_number_one", and you incorrectly enter "Key_number_one" once, it will then remain as a suggested option, prompting the user to make the same error next time. This is so subtle that it's not an obvious thing to pick up in a peer review process, so errors could easily slip through.

Do you have any existing workarounds? If so, please describe those.

No

Do you have any suggestions to solve the problem? Feel free to add images if this helps.

We would like the option to limit the available options, to a pre-defined list, to avoid risks of free-text entry. This could be shown to users in the form of a drop-down picklist, such as has been implemented for Custom Steps.

Thanks 😊

12
12 votes

Now available · Last Updated

Available from 2.15.6