Submit Your Suggestions For Field View

The ability to export a list of Business Form Templates

This is a very simple request which I hope will not take years to implement.

The simple ability to export to Excel a list of Business Form Templates.

  • Martina Hawkins
  • Apr 17 2020
Company Kane Group
Job Title / Role Business Systems Manager
I need it... Yesterday...Come on already
  • Attach files
  • Sarah Bowers commented
    April 16, 2021 11:12

    As you say simple request anything you can view in FV you should be able to export

  • Guest commented
    April 22, 2020 08:52

    and someone else raised in 2017

    Report for the Review and Approval of Forms prior to adding to a project

    Dear FV,

    I have to print out forms out for review and approval to NON FIELD VIEW USERS… before they can be used in FieldView.

    Is there a way that I can print out form templates, complete with Question Advice including those normally hidden (by view more)? Or do I have to use screenshots?

    Alternatively can import forms from an excel template?

    Just a bit of background, these are people who require hard copies printed out and put on their desk, and no I do not have time to sit down with them to run through each of the forms.

    Your prompt response would be appreciated.

    MBL

    • Matthew Bailey-Lawrence

    • Jan 10 2017

  • Martina Hawkins commented
    April 17, 2020 06:57

    Just realised that this is taking years - asked for this back in Feb 2018!

    How hard can a simple export be to implement?

    Export List of Business Level forms to Excel and pdf forms

    Need the ability to export the list of forms at business level to Excel. Also need to pdf these forms so they can be linked to list in Excel.

    Reason: Project Editors do not have access to business level forms and I don't want them to but they need to be able to review the forms before they are assigned to projects.

    • Martina Hawkins

    • Feb 19 2018

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