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Status Future consideration
Workspace SYNCHRO Control
Categories Admin
Created by Derryl Acosta
Created on Aug 12, 2021

Re-provisioning Project - Workflow is Transferred even the Forms are in Draft Stage

Under "Manage project details and clicking on "Actions" and selecting"When a Project is "Make available as template," we want to have the ability to Pick this Project as a Template when selecting "Templates">Organization project template with only Published Form Definitions as a Status.

When a Form Definition is in a Draft Status, it does not carry over into the Organization project template that is created. The workflow does carry over, but would rather have the default workflow be available rather than the workflow from the Template that had the Form Definition in a Draft Status.

We want to able to filter only Published Form Workflow to be copied / transferred.
  • ADMIN RESPONSE
    Aug 13, 2021

    Thank you for this idea. We understand the desire for it and will consider it for a future release. We might solve this need through another workflow using form copying instead of re-provisioning and will update this idea if and when we start that work.