Improving behavior in SYNCHRO Filtering on Work Screen
Current Filtering Behavior in SYNCHRO Work Screen At present, when users attempt to filter on the Work Screen in SYNCHRO, they must manually click back into the white input box (e.g., next to "Closed") for the filter to activate. This behavior is ...
The "global search" functionality (magnifying glass icon) in the Forms view is fundamentally flawed and misleading: it currently only searches a limited set of fields (IdNumber, Subject, Status, CreatedBy, AssignedTo), a critical limitation that i...
Ability to set up a "Digest" email that groups all Form notifications into a single email
Option to set up a "Digest" email that groups all notifications into a single email (Once a day/week). This will stop the overwhelming number of emails that occur on large projects.
Ability to opt out of Form notification for specific status
Some users being sent notifications based on their role may not want to get notifications for certain statuses of a form workflow. This can apply to all the form instances in a form def. or just to a specific form instance, that may not be relevan...
Can there be a consideration of having design data on an excel sheet and auto populate the template with the data to avoid uploading each location individually. I.e. I had a project with 850 locations with various data required to be assured on ea...
With user-defined tags, users can better organize, sort, and communicate the purpose and nature of a project instance. For example, a project instance can be used as a what-if scenario, which will be easier to sort with a what-if tag.
Ability to push Form/Inspection definition updates from a template project to production projects
Currently, we have to go to each production project and reprovision them to get the latest updates from the template. It would be ideal to push the updates directly from the template project to all production projects, selected through a list.
1. When making a change to a Workflow, remind users " With a Message" to click publish before clicking out.
When editing a workflow, it is imperative that users select the "Publish Workflow" button to ensure changes are saved. The button will turn green to indicate that publishing is required. However, to further support users and reduce missed updates,...
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