Assigning follow ups in 5.0
We used to be able to approve a grant and then assign a follow up form from the same page. Now, I approve each individual grant, but then have to pull up the "project page" to add a follow up. There are a lot of added mouse clicks that don't make sense. If I'm going to add a follow up form, I'm going to do it when I approve the grant. To streamline the workflow, it would be much more convenient to accomplish this all on the same page.
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Gladys commented
Assigning follow ups from the same page has been a very helpful time-saver. Would it be possible to not have them all automatically checked when assigning them, and instead have them all un-checked and then have us select the one(s) we want to assign at that particular time?
Thanks!
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Chris Dahl commented
Hi all,
As of 5.6.0 - released to Production on Tuesday, September 1 - the new 'Auto Assign Follow Up" feature now allows you to assign follow ups more easily when you approve a grant.
Thanks again for the suggestion!
-chris -
Chris Dahl commented
Hi Dana and Diane,
If you read the update on https://community.foundant.com/foundant/topics/batch_assign_follow_ups I think you'll be happy with the changes that will be coming in terms of assigning follow ups!
Thanks for taking time to provide input - we really appreciate it, and I hope the feature I describe will better meet your needs.
-chris -
Diane Crisp commented
I agree with this post!