Settings and activity

3 results found

  1. 27 votes
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    Kate Shirah commented  · 

    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.

  2. 48 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

  3. 78 votes
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    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.