Pull over non-report field items
Have an option for forms to display certain fields that are automatically calculated and not report fields (or if they are report fields they do not require any input from the user). One way to do this is to list (possibly in a sub-section of the process report fields section) items that the software automatically calculates and allow them to be shown on forms. So if I wanted a follow-up form to show the total amount awarded (non-editable preferably) I could select this to show up on the follow-ups but it would not be a report field where I have to actually enter the amount - rather it would be a function that pulls the total amount from the payment summary and enters it there. This could improve accuracy and show the actual amount paid to date rather than what was committed or requested.
posted August 23, 2013 by Catherine Koenen, Gianforte Family Foundation
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We have removed report fields from the system.
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Chris Dahl
commented
Hi Catherine,
Thanks for taking time to post to the Idea Lab. We're currently in the midst of re-designing some of the report field functionality. While it should improve and simplify things for most folks, it won't address the particular point you raise here. I can see where pulling over certain fields to different forms would be useful, but it's really the first time I've heard it requested. And given other higher-priority feature requests, I don't see us looking at it in more detail any time soon.
As we continue making headway, though, and if we start to see more user demand for this functional, it is something we could consider in the future.
Thanks,
-chris