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Status Future consideration
Workspace SYNCHRO Control
Categories Forms
Created by Kiril Tasev
Created on Nov 23, 2023

Allow AssignedUsers to be automated through csv upload

Assigned Users property is essential and critical in managing form visibility when Is Private is set to True. This is necessary in complex subcontractor structures where the parties needs to be isolated from each other and still use the same Form definition.

Currently we rely on a MultiASsign control where the user will pick the role created for their company. This appends their company role (and all members within) to the AssignedUsers property and makes the form visible for all members from that company but invisible for any other parties not assigned.

The csv uplaod is feature released to us that allows multiple forms( in hundreds ) to be pre-populated with data and uploaded in Synchro. These then can be picked up by the users at various stages and they can continue the flow.

Currently using the csv upload will expose data private to a specific subcontractor to all users of the form, therefore we will be forced to deny this feature. This feature was requested and accepted by the subcontractors as a sweetener to use Synchro, so there is a risk that we loose support as well.

Therefore it is quite urgent and critical for us (and beneficial for all other Synchro subscribers) to have ability to set this visibility through the csv upload method.