Improved Action Setup for Horizon Rules
Hopefully not a repost, though I’m sure I’ve seen similar, and probably made similar.
The Setup Action page isn’t great if you have more than three actions:
I’m sure I’ve commented already on the criteria getting clipped and the action not having any useful information on it. Here, you can see that the number of additional criteria is barely even visible.
The main issue is the workflow. If I ever want to work on one of these 25 other actions, I have to click show more criteria. When I work on the action, save and close it, I’m not even snapped back to the design. I’m just in empty space. See gif below to embark on a delightful journey with me:
I’d really like to have more show by default or at the very least when I expand the list, have it stay expanded while I’m on the Actions Page unless I collapse it myself.
Part of the reason for this is I’d also really like to see which actions are active, which are not, AND have the ability to toggle actions off without having to go into each action individually.
If the actions are all on the same criteria branch, it’s pretty easy to see what is/isn’t active and do the toggling. But for the most part, my actions all have different criteria and, as you can see above, going into each action to toggle it on or off is a nightmare:
- You have to go through this expand, click, scroll, expand, click, scroll nightmare 25 times.
- Because of that, and the fact you can’t see if the action you just toggled off is off or not, it’s hard to keep track.
Toggling actions on and off is great for testing, but really hard to manage for larger rules. When I wanted to test this rule, I ended up cloning it, and just deleting everything because it was easier :(, and even that was a pain.