Enable Shared Management Or Copy Paster Of Submission Criteria Management With Ontology Actions

Give context on the use case / what you’re trying to achieve

When setting up actions in ontology, the submission criteria and become complex, especially when being deployed to support multiple actions for a specific use case. Right now, user would have to enter the same submission criteria for X actions. I would like the ability to at a minimum clone the submission criteria to allow for pasting to use for another action. A higher level strategy would be the ability to set up a submission criteria strategy that can be applied to actions that share the same parameters, object references, etc that would allow for singular management.

** Why you can’t do it today / work-arounds **
For one of the workflows where we have ~ 20+ actions covering 8+ objects where the submission criteria is the same, we have placed the checks in the workshop that is used to manage the 8+ objects and pass and true/false to the action from workshop to enable updating. This, however usage of the action outside of the workshop in an effective manner.

** Why will this make a huge difference for you or your business? **
This would reduce time and potential errors in managing the submission criteria for workflows, especially those with many objects and actions that share the same submission requirement. The value is in the theme of development efficiency and consistency.

6 Likes

Thank you for the feedback! We’ve been working on a fix for this and are about to release a feature for copying submission criteria from one action and then pasting it to others.

This is being opened up for internal testing today so for most users will roll out for general usage early next week.

If the copied submission criteria contain references to parameters then they will paste cleanly if they have the same parameter ids. If they do not, then it will still paste, but it will prompt you to change the parameter you reference, or delete the condition.

We note the feedback that a way to keep them in sync, or bulk edit across a larger selection, would be even more useful, but won’t make those changes right now.