Settings and activity
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25 votes
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45 votes
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Kate Shirah
commented
Hi all, we've worked our way around this by creating a report for installments due. We run this report at the start of each month, and then review it for any changes that might need to be made (e.g., we've moved a payment out because a deliverable is due).
Kate
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78 votes
An error occurred while saving the comment Kate Shirah
commented
The ability to copy questions or use a question library would save a great deal of time in developing new forms. A question library makes sense so that you can copy questions from form to form, and across processes. However, with a library, it would be great to be able to choose what questions get added or deleted from the library. I can imagine this would require a great deal of programming to maintain customization across clients. So, alternatively, being able to copy a single question, and maintain in memory (for copying within form and/or to other forms) until you copy another question would be helpful. I see this idea didn't get much traction from others - so maybe it is primarily useful to those of us who frequently modify or create new questions on our forms.
It would be lovely if we had the option of "Select All" when choosing data fields to include in a new dataset. It is rather time consuming to individually click every field from a process form. Having that option at the bottom of each form (similar to the Select All when choosing columns in building a report) would be a plus.