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Editable permission needs to be tally with the configured form

Some of the section configured in the web should not be editable, but when it comes to field app the section still editable which mean contradict with the configured forms. Ticket CS0456389 for resolution has been raised but advised by Bentley sup...
PW Validate about 1 month ago in Field / Forms | Forms 0

Supply Chain Implementation

Add in the full bidding cycle into Synchro, add in the following: Pre-Bid - Bid invitations, Invitations to Bid, Custom Bid Forms(Cost and Schedule), Add Deliverables Management or ProjectWise direct connection for drawings/spec upload Bidding - S...
Guest over 2 years ago in Contracts 2 Planned

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...
Arpit Prakash about 1 year ago in SYNCHRO Control / Forms 0 Planned

Separate Create/Edit permissions

In a typical workflow, some people should have the permission to create a form and pass it along, whilst others should only be allowed to modify or edit but not create. Therefore this permission should be seperated.
Guest almost 4 years ago in SYNCHRO Control / Forms 0 Shipped

We want to be able to run a report which could create an "Audit Trail" by User ID.

In SYNCHRO control would like to have an option to run a report which would create an "Audit Trail" by user ID or task. Almost like a key stroke report. There are times when our users are working on multiple functions in SYNCHRO and at the same po...
David Dudek Jr. over 2 years ago in SYNCHRO Control / Admin 0 Future consideration

Permissions based on workflow transition

It should be possible to define permissions for transition based on roles rather than only be form definition wide permissions (view, create, edit, etc.) This is because it is highly likely that some roles, such as sub-contractors, should be able ...
Arnar Agustsson over 1 year ago in SYNCHRO Control / Forms 0 Planned

Provide ability to clear permissions in Form designer

Provide ability (button) to clear all permissions from a form template in Form designer "Set permissions" tab. This will allow quick clean slate reprovision of roles and permissions.
Kiril Tasev almost 2 years ago in SYNCHRO Control / Forms 0 Planned

assigning permissions column headings enable

When assigning permissions for a form, where a lot of roles are visible and the admin scrolls down, the permission column headings disappear and has potential for error. It would be nice to have the permission headings enabled at all times. see at...
Kiril Tasev 11 months ago in SYNCHRO Control / Forms 0

toggle notifications on/off when developing and testing forms

provide an on/off toggle to disable notifications to users when developing and testing forms. This will allow forms to be created with the real users rather than rely on test accounts to avoid disturbing the users. Next level would be to control t...
Kiril Tasev about 2 years ago in SYNCHRO Control / Forms 0 Shipped

Allow different SYNCHRO Forms permissions to be set at various workflow states

Currently, we can assign each user role a set of permissions (e.g. View, Create and Edit, Assign). With role-based access control, for each user, we can restrict access to workflow state changes of forms and form visibility. However, this is still...
Guest over 4 years ago in SYNCHRO Control / Forms 2 Future consideration