First of all, Thank you for your continuous efforts in bringing out improvements in your products
Today I am here to share 1 observation and recommendation with you.
As part of exploring Action Center, we came across below observation.
Scenario:
User A has Action-Admin user access in Folder 1 and Action-User access in Folder 2. Different tasks are created by running action process in both the folders. Now both multiple actions are available in action center for admin/user to action.
Observation:
Now when that user logs in to Action Center, go to Actions, he/she will be able to manage all actions for folder(having admin access) but wont be able to do so for folder(having user access) which is appropriate.
During this testing, what we felt missing was a folder reference under Actions section. If there is an option or filter to select/show actions per folders to which that user have access to, would be great as it would help user just focus on the task and not get lost in figuring out which action belong to which folder.
Recommendation:
There is a folder reference under Processes section which gives a better view, likewise, something similar under Actions would also help a great deal.
Looking forward to hearing back your inputs on same.
Hi @sonaliaggarwal47
Thanks for the feedback.
Our attempt was to abstract folders for business users as much as possible as folders typically represent an org setup and are IT driven for user access etc.
Hence we did not start with a folder centric view but a cross folder view where user need to navigate ânâ number of folder hierarchies to view actions within themâŚ
And we ensure that we surface/list actions only from folders where the current user has Actions permissions - âMy Actionsâ . Even for an admin, âMy actionsâ will list actions from all folders where they have just âuser accessâ through just Actions permissions .
Admin users who have âAction assignment permissionâ would see all actions they are eligible to handle from âManage Actionsâ view.
So at any point, users will not see actions that they are not supposed to handle.
However, if your ask is for better filtering, prioritization, categorization of Actions, do you think Action Catalog could be used? We have added filter also based on Action catalogs.
We have folder reference in the âAction Summaryâ view , but this info is kept one level below - start with action, review for further details than start from a folder viewâŚ
Thanks
And its good to hear that filter for âAction catalogsâ is already used - this was going to be my next question as currently there is no reference/connection of Action catalogs between orchestrator and Action center, its simply left on orchestrator.
However, I think âAction catalogsâ may not help much in these scenarios as âAction catalogsâ can have same names across folders, right?
It is also good to know that âFolder referenceâ is added in Action summary view
Letâs take this via scenarioâŚ
I am thinking from a scenario - User A has âAction - userâ role in 2 folders and âAction - Adminâ in 3 folders(say).
Now view would be something like below in Action center for user A(please correct if my understanding is wrong):
Under âMy Actionsâ, user A will only see actions from 2 folders where he/she have âAction - userâ role.
Under âManage my Actionsâ, user A will only see actions from 3 folders where he/she have âAction - Adminâ role.
Now, if user A wants to assign actions from Folder 1 to user B , Folder 2 to user C and folder 3 to user D and rest all to himself/herself where he/she is a user.
Herein, user A has to go through each and every actionâs summary to know which folder that Action belongs to to assign it to an appropriate user (which is a little extra work in our view).
But if there is a filter also for âFoldersâ, user can simply go to manage my actions, select respective folder from âFolderâ filter and assign all shown actions to user B without any cross verification on folder name repeatedly.
If not filter, then may be if there is something like below(which is there is case of processes tab) also can help where in right above âAction nameâ under Actions, there is a "Folder name: " reference for a quick view.