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,...
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...
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.
Add option NOT to see closed issues from IRS/Forms
We previously had the ability NOT to see 'closed' issues from IRS/Forms in the PDF markup tool in Synchro Field (Documents). Now that functionality has disappeared. We need this functionality back because we are depending on it for construction no...
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...
When creating forms in the model view it would be good to have the pin in the model view added to the same location in the map view. This will reduce the number of entries a user has to make when creating a form, so the user does not have to have ...
Kerry Newbanks
about 1 year ago
in Field / Forms | Forms
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Future Consideration
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.
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Future Consideration
