+11
Qualified

Make Date Pickers on Work Requests Configurable

Rachel Anderson 10 months ago in Productivity Management updated by Alyssa T. 4 days ago 9

Add in configuration functionality to Date and Time and Date Only Extended Attributes.

On our work requests, we want to do things like:

  • Prevent users from selecting a date in the past
  • Prevent users from selecting a date within X business days from today's date
    • If it's past X time, add an additional business day
Work Requests

Hi Alyssa and Milo,

Blocking past dates would make sense.  Blocking weekends is a little more open because we have many international or global customers who will have resources that could be working on a US weekend day so that gets trickier.  My thought on this but I do not know the technical feasibility on this yet would be to have the Work Request dates honor whatever the customer has configured in their work schedule for Project Management.  So if you have blocked out weekends and certain holidays then it excludes those as options.  Would that meet your use case?  Have you configured your work schedule to include those items?

Regarding this being Qualified for a while, to clarify something being marked Qualified is not a commitment that it will get done.  It is an acknowledgement by the Product team that we agree adding this feature would enhance the product overall, would not negatively affect other customers and is inline with our overall roadmap plans for the application.  Once qualified we then look for what sort of feedback and interest it receives from our customers.  In this case, so far only 5 customer distinct customers have voted for this Idea.  We have limited bandwidth to pull in different ideas along side our planned roadmap so there is always touch competition for which ideas to do and we have to weigh how many customers it will help, the impact it would have for them, are we already planning work in this feature area so we might gain some synergy there, etc.  We are planning some follow up work in Work Requests in 1H2020 to pick up some feedback items from our EAP program.  So there is a chance this could be considered in that set but we will need to look across all the items in Work Requests and make that determination.

Hi Eric, Thank you for the thorough follow up. I understand that not everyone can get what they want - I wish there was a better way to circulate voice ideas to all customers as I have to imagine this would be of interest to many customers as it deals with requesting marketing materials. Do you have any suggestions for how I could circulate this or is there a bump feature?

We do have holidays and weekends blocked off on our work schedules, which is great for task assignment. The issue is that we have rules around how long it takes our Production team to develop certain types of materials. For example: an email request may take 4 days so if a Requestor picks a go live date of 1 day - we insert another resource to review and reject those dates and inform users of the first available date. However for another type of request - it takes 4 weeks.

I was hoping it could be a parameter built on each Date EA. For instance we could set "Email Delivery Date" to have a parameter that understands logic of making the first available date <Todays Date> + 4 Days. Another date field could have separate logic.

Thanks!

Hi Eric & Team, This is becoming more and more of a need at Red Hat. Our home built platform that we are trying to phase out and replace with Aprimo had the ability to understand calendar blackout dates so that users could not request materials on holidays, outside of SLA days and weekends. We are losing this functionality by moving to Aprimo and having to instead insert an additional 1-2 tasks assigned to a body to evaluate users requested dates and work with them to pick new ones. It's slowing our efficiency down and honestly make it a bit difficult to get users to have faith that using Aprimo Workflows will be a better experience. This has been qualified for quite some time. Whats the status and what can I do to help build a case around it to see this to fruition? Thanks!

Even the ability to grey out weekends and past dates would be a big step forward and that seems pretty simple to do. We had this functionality in our previous home-grown marketing request application.

We at Santander would really love this ability as well. 

@Eric - any update on this request? It's really killing our efforts to enforce users to select dates that are on or after our SLA dates.

We have the same issue and our governance teams consistently ask for this feature.

This would be really valuable to limit the number of review/approve tasks, and other tasks we had to insert in order to call out whether or not a request is within the standard SLA. It also would drastically improve our user's experience around selecting dates and times. The number one comment/complaint from users so far has been the date and time functionality.