We have had and will have a few cases coming up where we would like to download the instances that are currently in a form and then be able to upload it into a duplicate form in another project. Currently, we are able to download the blank csv “te...
Ability to export Binding list for all Forms/Inspections in the project
Currently, we have to go Form by Form to export a list of Bindings, which is required for Power BI integration. We can add an option to export for all projects here -
Ensuring Persistent Visibility of 'Assigned To' Information Throughout the Workflow
Once someone is assigned in a form as ‘Assigned to,’ I would like that information to remain visible throughout the entire workflow. a solution could be that whenever a person is in the binding 'Assigned to' during the workflow, each time someone...
We need a project-wide binding that can be assigned values at a project level, and be used across multiple Forms definition/Inspections. This will enable users to re-use repetitive information like Project Details.
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...