In a TEAM demo the prospect wanted a way when subcontracts are added to route then internally for approval. No "custom workflows" like VFP were required. A simple TO: CC: type routing would be a start. A second release could be 3-5 steps where a company could say that the document goes to certain "roles," parallel or serial in a workflow before final approval. This is likely to come up on PO's and several other documents.
Guest
| Company | Viewpoint |
| Job Title / Role | SE |
| I need it... | 6 months |
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We really need the ability to setup custom workflows/ball in court for submittals (and RFIs). While most companies probably use very similar workflows, we need more than just the "Customize Labels".
As a subcontractor, we need way fewer button clicking than a GC might need. Right now we have to hit "Issue", "Submit", and "Send for Review" before we are able to choose whether the Submittal was approved or rejected.
We have similar issues with the RFI tool.
The ability to customize this workflow so that we can reduce/add/change/ect. the workflow including the button names and the order in which buttons need to be pressed.