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GLM & SLM Idea Lab: Follow Ups

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Attachments on Follow-Ups

Currently, we have to go into each follow-up individually to open the attachments (example: grant budgets), but we can run a report of all the questions. It would be nice to have a way to run a report that downloaded all the attachments as well, instead of just the name of the attachment.

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Emily Bean shared this idea  ·   ·  Report…  ·  Admin →
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  • Mary Giraulo commented  ·   ·  Report

    Reviewing one of our biggest grant programs this month... wondering if there's been any more thought about this? We will be spending a LOT of time in the next few weeks downloading documents one by one, saving to our computers and printing them... so that we can have a stack of all the budgets, all the request calculation forms, all the statistics forms, and so on. And also so that we can edit them in their original formats as needed. I have a corollary idea that I will post elsewhere (here)...

  • Mary Giraulo commented  ·   ·  Report

    Rather than a batch print packet - which would pull ALL the attachments - I would prefer to be able to download a packet of one type of attachment for all the requests selected. Budgets are a perfect example. I like to review all the budgets together so that I can remember all my checkpoints, and backtrack if I realize I've been missing something. As for the size of the document being a problem, the software could include a warning message that you recommend only downloading x number of documents at a time... the max I would be downloading at a time is around 50 1-3 page docs, but I would be happy to do it in smaller batches (maybe 20 at a time?). This would be a GREAT help to us.

  • Chris Dahl commented  ·   ·  Report

    Hi all,

    We have not yet implemented batch print packet functionality. It's on the radar, but it's not a minor effort. At this point, we have other higher-priority work to get through, but we are continuing to evaluate where this falls on our road map.

    I'll try to keep people posted when this moves up the priority list.

    Thanks for weighing in with comments - that definitely does help us as we are considering different idea lab items.
    -chris

  • jyoder commented  ·   ·  Report

    Any updates on this? Has the batch print packet been invented? Or, has anyone figured out a work-around?

  • Emily Bean commented  ·   ·  Report

    A batch print packet would work for our purposes. Thanks for the response and for your thoughts on this!

  • Chris Dahl commented  ·   ·  Report

    Hi Emily,

    I appreciate you taking the time to add this suggestion to the Idea Lab.

    This is a challenging suggestion ... if a client only is talking about 10 or 20 follow-ups, it's not that big of a deal, but some clients are dealing with hundreds of them. Trying to download all the attachments - depending on how many file upload questions were on the follow-up - could generate a document that is 100's of MBs to over a GB in size and might take hours to download.

    We have talked internally about how to do some type of "batch print packet" that I think would help address your issue. It's not trivial, though - we still need to figure out what kinds of limits we put on it and how we deliver it.

    I'll try to keep you posted on future discussions we have regarding this functionality. In the meantime, if you could provide a few more details around your usage of such a feature, I'd appreciate it.

    Thanks,
    -chris