Rich Question Descriptions with inter-workflow operability#166

This is a two-part suggestion: workflow question inter-operability. With the new documate workflow store, it would be nice to have clearly defined questions/variables that are constant between workflows, with additional builder-side descriptions.

This could be implemented as an extra sidebar where you can import custom question sets or workflow question sets. Or even just singular questions from specific workflows. This would also work well with workflow folders.

@Nbare Thank you so much for this suggestion. If we had a feature that allowed you to create questions and sets of questions outside of a workflow, and then those could be used in ANY workflow, would that solve this need to allow questions to be used interchangeably between workflows? Or is there anything else you’d want as part of this feature?

@Dorna Moini Thanks for the reply Dorna! If I had the ability to sort those variable based on the workflows they’re used in then yes that would work for everything I had in mind!

What I was originally thinking was some sort of “tag” or favorite button to be available on variables /questions so that they could be turned into an object to be used in any workflow. Then they could be organized in folders for use in new workflows

For example: favorite a trust question in a singles trust workflow, move it to a “trust” folder then be able to import all questions in the “trust” folder into a married trust workflow

Any way this is implemented would be very helpful, and a separate page for these special variables would be okay as well as long as sorting is allowed!

Thank you, @Nbare . This is super helpful, and we’re working on designing some features to solve this need this year!