Enable a favourites list of form templates to be created so that they can easily be assigned as a group of templates when creating new projects. Currently our administrators have to flick through 100's of forms, picking out which ones are needed every time a project is created, this is very time consuming. There are many templates that are used over and over again on all of our projects and so creating a favourites group for these would save a lot of time, the administrator then only needs to look through for a few specific extras to add
Nick Claessen
| Company | Willmott Dixon Construction Hitchin |
| Job Title / Role | Senior Building Manager and Task Management/Fieldview Super User |
| I need it... | 1 month |
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Hi Denise
I understand the copy project feature but that isn't useful for us however a favourites list of templates (or being able to archive others) would be better and is what was requested
Kind Regards
Simon
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Hi Simon -
There is an existing mechanism that makes it easier to get form templates assigned to a new project. The Copy Project feature allows you to create a new project from an existing project. Choose a similar-type project and then choose which data you'd like to copy. You have the choice of copying Task Types, Causes, Form Templates, and Business Users. You can then access the new project and add/remove form templates from there. Let me know if you have questions. Thank you
Hi Betsie
I don't see how you have completed this? Please advise
Kind Regards
Simon Westwood
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Closing out, functionality now exists to achieve a similar outcome.
My mistake, yes form templates do copy over, it was the users and geometry that would be useful.
Thank you for your response, Hilary. Copy Project includes copying form templates. Is this not working correctly? Let me know. Would you find it useful to copy Orgs from one project to another?
Denise, yes I copy a project to create a new one which is so much easier, I would prefer it that we could also copy over geometry, users and form templates as we all use standard ones which are the same for each project.
Have any of you tried using the Copy Project feature that is available Business Setup > Projects? From that display you can right-click on the project you want to copy. You have the option to copy Task Types, Causes, and Form Templates to a new project. Let me know if this will help. We are hoping to add other components for copying and would appreciate any feedback.
Thank you, Denise Olsen (Field View Product Owner)
How recent is recent? For us a separation for current/ archived templates would be more useful
How about a ‘Recent’ list like in Tasks? Would that serve the same purpose? Because Form Templates can already be categorised into Form Types.
Regards
Gareth
I have voted for this but rather than a favourites list I would prefer separate areas/ folders for different groups of Templates
This would be really useful!!