When managing form with multiple instances it is necessary to be able to filter out some of the statuses and work on the rest. i.e. in attached to filter out the backlog, not suitable and rejected and just leave the live instances. Either by allow...
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...
Add ability to choose your own fields to sort by in MY WORK
Please add the same ability to pick and choose your own 'view' using the project specific fields that have been filled out in the MY WORK area. ( pic 1 ) Same ability as has been give under the individual forms ( pic 2 ) This will give our contrac...
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.
Dissociate Plan Set admin setting from Edit project detail setting
Currently, if a Role only has Plan Set admin checked but not Edit Project Detail, they will not see Plan Set options under Admin. Project settings and Plan Set settings are relevant to different personas, so need not be connected.
In Synchro Field, when we add attachment from camera, after take photo, use want to edit the Photo. Adding markup, etc2. Right now there is no Edit Photo menu. Same function available in whatapps application.
Use case for escalated forms is when an issue is encountered. then the Donor form has to wait until all issues are resolved and only then to be progressed. Provide ability to track at least teh status/state o fthe escalated forms i.e. xxx escalate...
Currently the only way to see the escalated/related forms is through PDF export and explicitly chosing the AUdit trail. Even so, the forms are presented in chronological order mixed with other changes to teh form data. Users want to see an easy or...
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