Planned
Multiple users accessing form at the same time
Summary: Enable multiple users to access and fill out different sections of the same form simultaneously, attached to specific jobs, to enhance collaboration and efficiency. Details: Requirement: There's a need for a feature that allows multiple users to open and work on the same form at the same time, particularly for jobs that require input from various team members. Each user should be able to fill in the sections relevant to their role without waiting for others to complete their part. Benefits: Enhanced Collaboration: Facilitates teamwork by allowing multiple team members to contribute their expertise to different parts of a form concurrently. Increased Efficiency: Reduces the time taken to complete forms, as multiple sections can be filled out simultaneously, speeding up job completion and reporting. Improved Flexibility: Supports dynamic work environments where team members may need to input information at the same time from different locations. Current Status: In Progress We are actively working on developing this feature to ensure it meets our users' needs for flexibility and efficiency in form completion.
Gabrielle Gillespie Almost 2 years ago
Forms
Planned
Multiple users accessing form at the same time
Summary: Enable multiple users to access and fill out different sections of the same form simultaneously, attached to specific jobs, to enhance collaboration and efficiency. Details: Requirement: There's a need for a feature that allows multiple users to open and work on the same form at the same time, particularly for jobs that require input from various team members. Each user should be able to fill in the sections relevant to their role without waiting for others to complete their part. Benefits: Enhanced Collaboration: Facilitates teamwork by allowing multiple team members to contribute their expertise to different parts of a form concurrently. Increased Efficiency: Reduces the time taken to complete forms, as multiple sections can be filled out simultaneously, speeding up job completion and reporting. Improved Flexibility: Supports dynamic work environments where team members may need to input information at the same time from different locations. Current Status: In Progress We are actively working on developing this feature to ensure it meets our users' needs for flexibility and efficiency in form completion.
Gabrielle Gillespie Almost 2 years ago
Forms
In Review
Ability to Add Multiple Instances of the Same Form in One Job Booking
Description: Provide the functionality to add the same form multiple times within a single job booking. This feature would be particularly beneficial for locations with multiple structures or units, such as Retirement Villages, Strata complexes, Schools, Caravan or Holiday parks, where each unit might require its own service, inspection, or pre-start report. User's Original Request: "Ability to add the same form multiple times in 1 job booking." Developer's Insight: The request highlights a significant workflow challenge for businesses that service multi-structure locations. By allowing multiple instances of the same form within a single job, we can streamline the data entry process, reduce redundancy, and enhance the efficiency of the "Common" pre-populate feature. Proposed Solution: Form Duplication: Enable users to add multiple instances of the same form within a single job booking. Form Differentiation: Introduce a mechanism to distinguish between different instances of the same form. This could be achieved by allowing users to amend each report title or by automatically appending a unique identifier to each form instance. Enhance "Common" Pre-populate Feature: With the ability to add multiple forms, the "Common" pre-populate feature becomes more effective, especially when units have similar construction characteristics.
Office DTS Over 2 years ago
Jobs
In Review
Ability to Add Multiple Instances of the Same Form in One Job Booking
Description: Provide the functionality to add the same form multiple times within a single job booking. This feature would be particularly beneficial for locations with multiple structures or units, such as Retirement Villages, Strata complexes, Schools, Caravan or Holiday parks, where each unit might require its own service, inspection, or pre-start report. User's Original Request: "Ability to add the same form multiple times in 1 job booking." Developer's Insight: The request highlights a significant workflow challenge for businesses that service multi-structure locations. By allowing multiple instances of the same form within a single job, we can streamline the data entry process, reduce redundancy, and enhance the efficiency of the "Common" pre-populate feature. Proposed Solution: Form Duplication: Enable users to add multiple instances of the same form within a single job booking. Form Differentiation: Introduce a mechanism to distinguish between different instances of the same form. This could be achieved by allowing users to amend each report title or by automatically appending a unique identifier to each form instance. Enhance "Common" Pre-populate Feature: With the ability to add multiple forms, the "Common" pre-populate feature becomes more effective, especially when units have similar construction characteristics.
Office DTS Over 2 years ago
Jobs
In Review
Forms: Ability to Preview Form in Form Builder
Objective: Enhance the Form Builder functionality by allowing users to preview their webforms and PDFs directly from the builder. This will enable testing of dropdowns, links, hide/unhide functions, and other interactive elements, improving the user experience during form creation. Feature Details: Real-Time Preview: Add a "Preview" button within the Form Builder that allows users to test dropdown selections, links, hide/unhide functions, and conditional fields. Users can switch between previewing the Webform and the PDF versions of the form to ensure both formats function as intended. This preview functionality would allow users to interact with the form as if they were the end-user, providing a more thorough testing environment before publishing. Interactive Testing: Users will be able to test conditional logic (e.g., hide/unhide fields), verify dropdowns, and check that hyperlinks function as expected, all within the preview mode. Forms can be tested for both desktop and mobile views to ensure responsiveness and user-friendliness. Link Tool Tips to Knowledge Base: Add linked tool tips throughout the builder interface to guide users, linking directly to relevant knowledge base articles for quick reference. Tool tips should cover functions such as adding conditional logic, using dropdown fields, and configuring field visibility. Benefits: Improved Testing Experience: Users can ensure all form elements work as intended without leaving the builder, saving time and reducing errors. Enhanced Efficiency: Provides real-time feedback on the design and functionality of forms, helping users create more effective forms. Knowledge Base Integration: Direct access to help articles within the builder ensures users can find support without leaving the page, streamlining the form creation process.
the Beach Geek Almost 2 years ago
Forms
In Review
Forms: Ability to Preview Form in Form Builder
Objective: Enhance the Form Builder functionality by allowing users to preview their webforms and PDFs directly from the builder. This will enable testing of dropdowns, links, hide/unhide functions, and other interactive elements, improving the user experience during form creation. Feature Details: Real-Time Preview: Add a "Preview" button within the Form Builder that allows users to test dropdown selections, links, hide/unhide functions, and conditional fields. Users can switch between previewing the Webform and the PDF versions of the form to ensure both formats function as intended. This preview functionality would allow users to interact with the form as if they were the end-user, providing a more thorough testing environment before publishing. Interactive Testing: Users will be able to test conditional logic (e.g., hide/unhide fields), verify dropdowns, and check that hyperlinks function as expected, all within the preview mode. Forms can be tested for both desktop and mobile views to ensure responsiveness and user-friendliness. Link Tool Tips to Knowledge Base: Add linked tool tips throughout the builder interface to guide users, linking directly to relevant knowledge base articles for quick reference. Tool tips should cover functions such as adding conditional logic, using dropdown fields, and configuring field visibility. Benefits: Improved Testing Experience: Users can ensure all form elements work as intended without leaving the builder, saving time and reducing errors. Enhanced Efficiency: Provides real-time feedback on the design and functionality of forms, helping users create more effective forms. Knowledge Base Integration: Direct access to help articles within the builder ensures users can find support without leaving the page, streamlining the form creation process.
the Beach Geek Almost 2 years ago
Forms
Form Component Library (Forms)
Summary: Introducing a dynamic way for users to create, save, and reuse specific fields or groups of fields when building form templates. This feature aims to enhance the form-building process by allowing the reuse of commonly used sections, ensuring consistency and efficiency. Intended Outcome: Streamline the form creation process by offering a library of saved components. Users can quickly integrate these components into new or existing forms, reducing repetitive tasks and ensuring uniformity across multiple forms. This enhancement is designed to boost the Production team's efficiency, especially when crafting forms for clients. How Will It Work? During form creation, container elements (like Tables, Subheaders, Repeatables) will have an option to "Save section as Component." Individual fields can also be saved using the "Save field as Component" option. Saved components retain their settings and can be categorized in the Form Components Library. Users can drag and drop these components from the library into their form templates. Once added to a template, the component becomes independent, allowing further customization. A dedicated page lets users manage their Form Components, including renaming or deleting them. Formitize may offer a set of pre-designed components in the library for users to start with.
Keith Azzopardi Over 2 years ago
New Feature
Form Component Library (Forms)
Summary: Introducing a dynamic way for users to create, save, and reuse specific fields or groups of fields when building form templates. This feature aims to enhance the form-building process by allowing the reuse of commonly used sections, ensuring consistency and efficiency. Intended Outcome: Streamline the form creation process by offering a library of saved components. Users can quickly integrate these components into new or existing forms, reducing repetitive tasks and ensuring uniformity across multiple forms. This enhancement is designed to boost the Production team's efficiency, especially when crafting forms for clients. How Will It Work? During form creation, container elements (like Tables, Subheaders, Repeatables) will have an option to "Save section as Component." Individual fields can also be saved using the "Save field as Component" option. Saved components retain their settings and can be categorized in the Form Components Library. Users can drag and drop these components from the library into their form templates. Once added to a template, the component becomes independent, allowing further customization. A dedicated page lets users manage their Form Components, including renaming or deleting them. Formitize may offer a set of pre-designed components in the library for users to start with.
Keith Azzopardi Over 2 years ago
New Feature
In Review
Ability to Copy Fields in the Form Builder
Currently, if you need a few fields with the same name, events, settings or values you have to manually create each one. There should be a "Copy" "Paste" option within the building tool so objects can be easily replicated across the template builder. This will speed up the build and also allow to copy field settings such as "Locked" "Webform Locked Only", etc. Sometimes we have over 30 fields in a form and we have to check and do these one by one. Having the ability to copy and paste parameters would greatly enhance the form building experience.
the Beach Geek Almost 2 years ago
Forms
In Review
Ability to Copy Fields in the Form Builder
Currently, if you need a few fields with the same name, events, settings or values you have to manually create each one. There should be a "Copy" "Paste" option within the building tool so objects can be easily replicated across the template builder. This will speed up the build and also allow to copy field settings such as "Locked" "Webform Locked Only", etc. Sometimes we have over 30 fields in a form and we have to check and do these one by one. Having the ability to copy and paste parameters would greatly enhance the form building experience.
the Beach Geek Almost 2 years ago
Forms
In Review
AI Photo Defect Analysis
Summary: Introduce an AI-powered feature that analyzes photographs to identify defects and generate recommendations for repairs within inspection reports. This functionality is aimed at enhancing the efficiency and accuracy of inspections, with potential applications in other industries as well. Intended Outcomes: Improve the accuracy and detail of inspection reports by using AI to automatically identify and describe defects from photographs. Provide actionable repair recommendations, streamlining the inspection and reporting process. Enhance the overall efficiency of inspections, saving time for inspectors and providing more value to clients. Specific Requirements: AI Analysis Integration: Use advanced AI, such as ChatGPT, to analyze photographs taken during inspections. Defect Identification: Automatically identify defects within the photographs and describe them in the inspection report. Repair Recommendations: Generate and include repair recommendations based on the identified defects. Industry Applications: Initially focus on building and pest inspections, with potential to expand to other fields such as automotive inspections, manufacturing quality checks, and more. By integrating AI for defect identification and repair recommendations, this feature will significantly enhance the quality and efficiency of inspection reports, providing inspectors with a powerful tool to deliver more accurate and comprehensive assessments.
Keith Azzopardi Over 1 year ago
App
In Review
AI Photo Defect Analysis
Summary: Introduce an AI-powered feature that analyzes photographs to identify defects and generate recommendations for repairs within inspection reports. This functionality is aimed at enhancing the efficiency and accuracy of inspections, with potential applications in other industries as well. Intended Outcomes: Improve the accuracy and detail of inspection reports by using AI to automatically identify and describe defects from photographs. Provide actionable repair recommendations, streamlining the inspection and reporting process. Enhance the overall efficiency of inspections, saving time for inspectors and providing more value to clients. Specific Requirements: AI Analysis Integration: Use advanced AI, such as ChatGPT, to analyze photographs taken during inspections. Defect Identification: Automatically identify defects within the photographs and describe them in the inspection report. Repair Recommendations: Generate and include repair recommendations based on the identified defects. Industry Applications: Initially focus on building and pest inspections, with potential to expand to other fields such as automotive inspections, manufacturing quality checks, and more. By integrating AI for defect identification and repair recommendations, this feature will significantly enhance the quality and efficiency of inspection reports, providing inspectors with a powerful tool to deliver more accurate and comprehensive assessments.
Keith Azzopardi Over 1 year ago
App
In Review
Enhanced Photo Function for Multiple Captures in Forms
Summary: A suggested improvement for Formitize forms is to allow users to take multiple photos consecutively without needing to press the photo button after each shot. This feature aims to make the photo capturing process more efficient and user-friendly. Details: Continuous Photo Capture: Enable a mode where users can take several photos in a row within the same interface. Benefits: Efficiency: Quicker photo capturing process, especially useful in scenarios requiring multiple images. Convenience: Reduces repetitive actions, enhancing the user experience. Versatility: Makes the photo tool more adaptable for various documentation needs.
IPI Newcastle About 2 years ago
Forms
In Review
Enhanced Photo Function for Multiple Captures in Forms
Summary: A suggested improvement for Formitize forms is to allow users to take multiple photos consecutively without needing to press the photo button after each shot. This feature aims to make the photo capturing process more efficient and user-friendly. Details: Continuous Photo Capture: Enable a mode where users can take several photos in a row within the same interface. Benefits: Efficiency: Quicker photo capturing process, especially useful in scenarios requiring multiple images. Convenience: Reduces repetitive actions, enhancing the user experience. Versatility: Makes the photo tool more adaptable for various documentation needs.
IPI Newcastle About 2 years ago
Forms
In Review
Enhancement of Signature Capture: Full-Page Signature Box
Summary: Introduce an option for a full-page signature box in Formitize, enhancing the ease of capturing customer signatures directly on the device. Details: Current Limitation: The existing signature capture feature is confined to an approximate width of 400px, which can be restrictive for customers signing on-site. Proposed Feature: Implement a configuration option within the field setting properties to enable a full-page signature box. This feature would allow the device to be handed to the customer for easier signing and name printing. Configuration Option: Introduce a 'Make full Page' checkbox in the field settings, allowing users to enable or disable the full-page signature box as needed. Benefits: Enhanced User Experience: A larger signature area would provide a more user-friendly interface for customers, especially when signing on mobile devices. Increased Flexibility: The ability to configure the size of the signature box offers greater adaptability to different business needs and customer preferences. Improved Accuracy: A full-page signature box can lead to clearer and more accurate signatures, beneficial for record-keeping and verification purposes. Considerations: The implementation should ensure that the full-page signature does not compromise the quality or resolution of the captured signature. Compatibility with various device sizes and orientations should be maintained.
Office DTS About 2 years ago
Forms
In Review
Enhancement of Signature Capture: Full-Page Signature Box
Summary: Introduce an option for a full-page signature box in Formitize, enhancing the ease of capturing customer signatures directly on the device. Details: Current Limitation: The existing signature capture feature is confined to an approximate width of 400px, which can be restrictive for customers signing on-site. Proposed Feature: Implement a configuration option within the field setting properties to enable a full-page signature box. This feature would allow the device to be handed to the customer for easier signing and name printing. Configuration Option: Introduce a 'Make full Page' checkbox in the field settings, allowing users to enable or disable the full-page signature box as needed. Benefits: Enhanced User Experience: A larger signature area would provide a more user-friendly interface for customers, especially when signing on mobile devices. Increased Flexibility: The ability to configure the size of the signature box offers greater adaptability to different business needs and customer preferences. Improved Accuracy: A full-page signature box can lead to clearer and more accurate signatures, beneficial for record-keeping and verification purposes. Considerations: The implementation should ensure that the full-page signature does not compromise the quality or resolution of the captured signature. Compatibility with various device sizes and orientations should be maintained.
Office DTS About 2 years ago
Forms
Collapsible Subheaders in App Forms
Summary: Introduce a feature in the Formitize App that allows users to collapse all form subheaders with a single click, streamlining navigation in longer forms. Description: Navigating through extensive forms with multiple subheaders can be time-consuming, especially when users need to collapse each subheader individually. To enhance user experience and efficiency, a dedicated button could be introduced. This button would allow users to collapse all subheaders simultaneously, making it easier to view and manage the form's content. Intended Outcome: Users can quickly collapse all subheaders in a form, reducing the time spent scrolling and enhancing the overall form navigation experience. How Will It Work? A button will be placed at the top of the form in the App. When clicked, all subheaders within the form will collapse, providing a more condensed view of the form's content. Users can then expand individual subheaders as needed.
Bryanne Priest Over 2 years ago
Usability
Collapsible Subheaders in App Forms
Summary: Introduce a feature in the Formitize App that allows users to collapse all form subheaders with a single click, streamlining navigation in longer forms. Description: Navigating through extensive forms with multiple subheaders can be time-consuming, especially when users need to collapse each subheader individually. To enhance user experience and efficiency, a dedicated button could be introduced. This button would allow users to collapse all subheaders simultaneously, making it easier to view and manage the form's content. Intended Outcome: Users can quickly collapse all subheaders in a form, reducing the time spent scrolling and enhancing the overall form navigation experience. How Will It Work? A button will be placed at the top of the form in the App. When clicked, all subheaders within the form will collapse, providing a more condensed view of the form's content. Users can then expand individual subheaders as needed.
Bryanne Priest Over 2 years ago
Usability
In Review
Ability to lock or hide Form Fields from specific User Groups
When completing a form template, some sections may not be relevant to the initial user who is submitting the form. Where a form follows a multi-step process, there is the possibility of different teams completing different portions of an overall report, so having extended control over who is able to edit or view specific information is important. This could be available as a field setting within the form builder, allowing the option to make a field available to all or some user groups within the account.
Yolanda Small Almost 2 years ago
Forms
In Review
Ability to lock or hide Form Fields from specific User Groups
When completing a form template, some sections may not be relevant to the initial user who is submitting the form. Where a form follows a multi-step process, there is the possibility of different teams completing different portions of an overall report, so having extended control over who is able to edit or view specific information is important. This could be available as a field setting within the form builder, allowing the option to make a field available to all or some user groups within the account.
Yolanda Small Almost 2 years ago
Forms
In Review
Chart Options in Forms
Overview: The proposed feature aims to enhance the functionality of forms by allowing users to embed charts that visualize data. Users can select a type of graph (e.g., line, bar, pie) and then input or select data points to populate the graph, all within the form itself. Feasibility & User Experience: Technical Feasibility: Modern form builders support embedding various elements. Integrating a charting library with the form builder can make this feature a reality. User Experience: Intuitive Interface: Users should easily select the chart type, input data, and view the updated chart. Local Data Input: Data for the charts should be provided locally within the form, ensuring data integrity and minimizing potential errors. Real-time Visualization: Charts should update in real-time as users input or adjust data. Industry-Specific Use Cases: Pest Control: Baits Monitoring: Show the number of baits changed versus those unchanged during a service visit using a bar graph. Health & Fitness: Progress Tracking: Compare initial fitness metrics against current measurements over time using a line graph. Tagging Industry: Tagging Status: Visualize the number of assets or livestock tagged versus untagged using a pie chart. Building Inspection: Compliance Report: Compare compliant areas in a building versus non-compliant areas using a bar graph. Manufacturing: Quality Control: Visualize the number of products meeting quality standards versus those that don't using a pie chart. Agriculture: Crop Yield Analysis: Compare expected crop yield versus actual yield using a bar graph. Environmental Monitoring: Pollution Levels: Track desired pollution levels against actual measurements over time using a line graph. Retail & Sales: Inventory Management: Compare expected stock levels versus actual stock on hand using a bar graph.
Matthew Vanderburg Over 2 years ago
Forms
In Review
Chart Options in Forms
Overview: The proposed feature aims to enhance the functionality of forms by allowing users to embed charts that visualize data. Users can select a type of graph (e.g., line, bar, pie) and then input or select data points to populate the graph, all within the form itself. Feasibility & User Experience: Technical Feasibility: Modern form builders support embedding various elements. Integrating a charting library with the form builder can make this feature a reality. User Experience: Intuitive Interface: Users should easily select the chart type, input data, and view the updated chart. Local Data Input: Data for the charts should be provided locally within the form, ensuring data integrity and minimizing potential errors. Real-time Visualization: Charts should update in real-time as users input or adjust data. Industry-Specific Use Cases: Pest Control: Baits Monitoring: Show the number of baits changed versus those unchanged during a service visit using a bar graph. Health & Fitness: Progress Tracking: Compare initial fitness metrics against current measurements over time using a line graph. Tagging Industry: Tagging Status: Visualize the number of assets or livestock tagged versus untagged using a pie chart. Building Inspection: Compliance Report: Compare compliant areas in a building versus non-compliant areas using a bar graph. Manufacturing: Quality Control: Visualize the number of products meeting quality standards versus those that don't using a pie chart. Agriculture: Crop Yield Analysis: Compare expected crop yield versus actual yield using a bar graph. Environmental Monitoring: Pollution Levels: Track desired pollution levels against actual measurements over time using a line graph. Retail & Sales: Inventory Management: Compare expected stock levels versus actual stock on hand using a bar graph.
Matthew Vanderburg Over 2 years ago
Forms
In Review
FORMS | Enhancements for Repeatable Fields and Tables on Forms
Issue: Repeatable fields are often missed as they are not expanded by default. Required fields within repeatable sections are not validated unless manually expanded. There's no mechanism to enforce a minimum number of entries in repeatable fields. Proposed Solutions: Show First Entry by Default: Introduce a "Show first entry" checkbox for repeatable items. The first entry appears ready for input without needing to click "Open" or "Add Row". Partial completion prompts validation; empty fields are not considered during validation. Require Minimum Entries: Add a "Require {x} entries" setting for repeatable fields. Pre-opens the specified number of entries that must be completed before form submission. Ensures all required fields in repeatable entries are validated. Benefits: Reduces the risk of missing repeatable sections. Ensures required fields within repeatable sections are validated. Offers flexible form design without cluttering the form. Simplifies form maintenance by eliminating the need for default answers.
sadricodes Over 1 year ago
Forms
In Review
FORMS | Enhancements for Repeatable Fields and Tables on Forms
Issue: Repeatable fields are often missed as they are not expanded by default. Required fields within repeatable sections are not validated unless manually expanded. There's no mechanism to enforce a minimum number of entries in repeatable fields. Proposed Solutions: Show First Entry by Default: Introduce a "Show first entry" checkbox for repeatable items. The first entry appears ready for input without needing to click "Open" or "Add Row". Partial completion prompts validation; empty fields are not considered during validation. Require Minimum Entries: Add a "Require {x} entries" setting for repeatable fields. Pre-opens the specified number of entries that must be completed before form submission. Ensures all required fields in repeatable entries are validated. Benefits: Reduces the risk of missing repeatable sections. Ensures required fields within repeatable sections are validated. Offers flexible form design without cluttering the form. Simplifies form maintenance by eliminating the need for default answers.
sadricodes Over 1 year ago
Forms
In Review
APP | Server-Side PDF Preview in App
Improvement required: Clients have reported discrepancies between the PDF reports for completed and submitted forms and their previews. The PDF preview often displays incorrectly, with formatting errors and misalignments, while the final PDF report appears as intended. Objective: Implement server-side PDF preview functionality within the app to ensure the preview displays accurately, matching the final PDF report format.
Jason Taylor Over 1 year ago
App
In Review
APP | Server-Side PDF Preview in App
Improvement required: Clients have reported discrepancies between the PDF reports for completed and submitted forms and their previews. The PDF preview often displays incorrectly, with formatting errors and misalignments, while the final PDF report appears as intended. Objective: Implement server-side PDF preview functionality within the app to ensure the preview displays accurately, matching the final PDF report format.
Jason Taylor Over 1 year ago
App
Quote Acceptance facility to be embedded in a Form
Often it is the agreement or proposal that requires client acceptance as opposed to a quote as the quote does not contain the conditions that a client may also need to accept. This is typical in Pest Management industry where a ‘proposal’ and ‘termite management plan’ is a requirement. Having to link a quote to a proposal is time consuming, where as being able to embed a client acceptance link into a form would be efficient and professional looking for our clients.
Rob B Over 1 year ago
Forms
Quote Acceptance facility to be embedded in a Form
Often it is the agreement or proposal that requires client acceptance as opposed to a quote as the quote does not contain the conditions that a client may also need to accept. This is typical in Pest Management industry where a ‘proposal’ and ‘termite management plan’ is a requirement. Having to link a quote to a proposal is time consuming, where as being able to embed a client acceptance link into a form would be efficient and professional looking for our clients.
Rob B Over 1 year ago
Forms
In Review
Forms: Form Builder Change Log
Summary: A feature that tracks and logs all saved and deployed changes within the Form Builder, complete with timestamps and user details. Intended Outcomes: Users will have a detailed history of all changes made, fostering transparency and accountability. This log facilitates easier tracking of updates and revisions, beneficial for auditing and training purposes.
Thomas Hampton Almost 2 years ago
Forms
In Review
Forms: Form Builder Change Log
Summary: A feature that tracks and logs all saved and deployed changes within the Form Builder, complete with timestamps and user details. Intended Outcomes: Users will have a detailed history of all changes made, fostering transparency and accountability. This log facilitates easier tracking of updates and revisions, beneficial for auditing and training purposes.
Thomas Hampton Almost 2 years ago
Forms
Planned
Forms: Merging Form Templates
Summary: The proposal introduces a feature to merge form templates that are similar but have slight variations. This capability aims to streamline the process of managing and updating forms by allowing users to consolidate templates, thereby reducing redundancy and enhancing efficiency. Intended Outcome: Simplified management of form templates by reducing the number of templates to manage. Enhanced consistency across forms by ensuring that similar forms are merged and standardized. Increased efficiency in form updates and maintenance, saving time and reducing the likelihood of errors.
Hamish McKenzie Almost 2 years ago
Forms
Planned
Forms: Merging Form Templates
Summary: The proposal introduces a feature to merge form templates that are similar but have slight variations. This capability aims to streamline the process of managing and updating forms by allowing users to consolidate templates, thereby reducing redundancy and enhancing efficiency. Intended Outcome: Simplified management of form templates by reducing the number of templates to manage. Enhanced consistency across forms by ensuring that similar forms are merged and standardized. Increased efficiency in form updates and maintenance, saving time and reducing the likelihood of errors.
Hamish McKenzie Almost 2 years ago
Forms
In Review
FORMS: Form Themes
Description: We have received a suggestion to introduce customizable form themes, similar to the functionality available in word processing software. This feature would allow users to personalize the appearance of their forms by adjusting fonts, colors, headings, and other aesthetic elements. The ability to apply these custom themes to one or multiple forms simultaneously is also requested. Details: Customization Options: Users can select and customize various elements of the form, including fonts, colors, headings, and overall layout. Theme Application: The ability to apply a chosen theme to a single form or multiple forms at once, ensuring consistency and saving time. Enhanced Branding: This feature would allow users to align the look of their forms with their brand identity, creating a more professional and cohesive appearance. Benefits: Increased flexibility and control over the visual presentation of forms. Enhanced brand consistency across various forms. Improved user experience for both the form creator and the end-user.
Paul Humberstone About 2 years ago
Forms
In Review
FORMS: Form Themes
Description: We have received a suggestion to introduce customizable form themes, similar to the functionality available in word processing software. This feature would allow users to personalize the appearance of their forms by adjusting fonts, colors, headings, and other aesthetic elements. The ability to apply these custom themes to one or multiple forms simultaneously is also requested. Details: Customization Options: Users can select and customize various elements of the form, including fonts, colors, headings, and overall layout. Theme Application: The ability to apply a chosen theme to a single form or multiple forms at once, ensuring consistency and saving time. Enhanced Branding: This feature would allow users to align the look of their forms with their brand identity, creating a more professional and cohesive appearance. Benefits: Increased flexibility and control over the visual presentation of forms. Enhanced brand consistency across various forms. Improved user experience for both the form creator and the end-user.
Paul Humberstone About 2 years ago
Forms
In Review
Reports - link fields so they stay on the same page
It would be great if you could link fields together so that they stay on the same page and are not separated, creating a neater report.
EMS Corp Over 2 years ago
Enhancement
In Review
Reports - link fields so they stay on the same page
It would be great if you could link fields together so that they stay on the same page and are not separated, creating a neater report.
EMS Corp Over 2 years ago
Enhancement
Save and Resume Webforms (Forms)
Summary: Introducing the ability for users to save their progress on webforms, allowing them to return and complete the form at a later time. This feature ensures a more user-friendly experience, especially for lengthy or complex forms. Intended Outcome: Enhance the user experience by eliminating the need to start over if a form isn't completed in one sitting. This is particularly beneficial for forms that require detailed information or have prerequisites that users might not have on hand during their initial attempt. How Will It Work? As users fill out a webform, a "Save Progress" button will be available. Clicking this button will save the current state of the form. Users can then return to the form at a later time, where they'll find their saved data intact. Once the form is complete, users can submit it as usual.
Keith Azzopardi Over 2 years ago
Medium Priority
Save and Resume Webforms (Forms)
Summary: Introducing the ability for users to save their progress on webforms, allowing them to return and complete the form at a later time. This feature ensures a more user-friendly experience, especially for lengthy or complex forms. Intended Outcome: Enhance the user experience by eliminating the need to start over if a form isn't completed in one sitting. This is particularly beneficial for forms that require detailed information or have prerequisites that users might not have on hand during their initial attempt. How Will It Work? As users fill out a webform, a "Save Progress" button will be available. Clicking this button will save the current state of the form. Users can then return to the form at a later time, where they'll find their saved data intact. Once the form is complete, users can submit it as usual.
Keith Azzopardi Over 2 years ago
Medium Priority
In Review
CRM & Forms | Enhanced Management of Source Tags for CRM Contacts Original Request:
Summary: When a contact is created using the Create CRM Client action from a form submission, a "source" tag is automatically added to that contact, displaying the submitted form ID number. This leads to an overwhelming number of source tags, making them less meaningful and unmanageable by clients. Proposed Solutions: Configurable Source Information: Allow users to select what should be used as the "source" information from the form action, such as the template name or a specific form field value. This would provide a flexible, automated way to apply meaningful source tags to incoming contacts. Manageable Source Tags: Enable users to create, edit, delete, and merge source tags on their account. This would prevent clutter from non-used or typo tags, maintaining a useful and clean tagging system. Link Form to Contact Without Source Tag Creation: Remove the automatic creation of source tags and instead link the form to the created contact. This ensures the form's link to the contact is preserved without cluttering source tags.
sadricodes Over 1 year ago
CRM
In Review
CRM & Forms | Enhanced Management of Source Tags for CRM Contacts Original Request:
Summary: When a contact is created using the Create CRM Client action from a form submission, a "source" tag is automatically added to that contact, displaying the submitted form ID number. This leads to an overwhelming number of source tags, making them less meaningful and unmanageable by clients. Proposed Solutions: Configurable Source Information: Allow users to select what should be used as the "source" information from the form action, such as the template name or a specific form field value. This would provide a flexible, automated way to apply meaningful source tags to incoming contacts. Manageable Source Tags: Enable users to create, edit, delete, and merge source tags on their account. This would prevent clutter from non-used or typo tags, maintaining a useful and clean tagging system. Link Form to Contact Without Source Tag Creation: Remove the automatic creation of source tags and instead link the form to the created contact. This ensures the form's link to the contact is preserved without cluttering source tags.
sadricodes Over 1 year ago
CRM