We are currently only able to create Form Instances in the Side view when using the new SYNCHRO Forms layout. This limitation significantly impacts our users and represents a regression from the previous version.
We are currently only able to create Forms Instances in the Side view when using the new SYNCHRO Forms layout. This limitation significantly impacts our users and represents a regression from the previous version.
Admin users to be able to bulk edit the STATUS of existing forms,
It would be very handy to ( as well as bulk uploading new forms which we now have) to be able to also bulk edit their statues in the workflow. This is needed whenever the admin is doing a bulk upload which then requires quite often some changes of...
Irena Seleznjova
4 months ago
in SYNCHRO Control / Admin
1
Unlikely to implement
This is esp. helpful when setting up a template projects and provisioning them to production. Bindings could be map to project metadata like Project Name, No. etc, and be autofilled in all Form definitions.
Email notifications showing mis-leading information
Ability to change the basic email notification sent out. Currently the email notification includes info like Created by and Created on, which COUNTERINTUITIVELY tells the user who has DESIGNED this form and WHEN IT WAS DESINGED.. instead of showin...
It would be usefull to have a way to also include attachments, as we do through the normal PDF export (in a folder for attachments), using the transition button in the workflow
Joana Isabel Neves Gomes
12 months ago
in SYNCHRO Control / Forms
0
Future consideration
Ability to disable Assign To dialog for specific workflow transitions
This is helpful in instances where the final approval will always be the one that's assigned a closed Form. A good place to disable it would be under Forms > Set workflow > Edit transition button > Advanced > Include comment on transit...
Roles without Create but with Edit permission should not see the Form in Create dropdown
Roles with Edit permission can begin a Form from the Create dropdown menu and complete all fields but cannot Save it. This can be misleading and result in wasted time and frustration, especially when filling out lengthy Forms only to discover at t...
Maintain PDF mapping after re-uploading similar pdf with updates
We should be able to maintain the mapping if the fillable fields are the same. This will save much time remapping when small updates (additions/formatting) to the PDF have to be reimported.