Submit Your Suggestions For Field View

batch assign users to projects

We have quite a large number of field view projects where we have the need to batch add users to projects. It is extremely time consuming to have to add the same user to each project one at a time. this enhancement would save busy people a lot of time.

  • Guest
  • Mar 14 2016
  • Future consideration
  • Attach files
  • Amy Padden commented
    March 21, 2022 10:47

    Not sure if this helps but we were having the same issue with having to assign many users to projects which was frustrating and time consuming. I now have 'template' projects within Fieldview which have the base users, template forms and task types for each business unit, and makes it easier when setting up a new project for those users who require access to all projects under that specific BU.

  • David Smith commented
    January 07, 2020 14:48

    Batch assign to multiple projects in general would be of beneficial, particularly users, forms and causes.  We have just brought online 15 additional projects for remedial works and we had to assign all the items to a project, switch, repeat, switch, repeat, switch, repeat... you get the idea.

    This has been in review since April 2019, come on Viewpoint!

  • David Thornhill commented
    April 26, 2019 08:21

    It's great to hear that this is now in review.

    Hopefully the development work can be reused for batch adding other things to multiple projects, such as Forms.

  • Admin
    Betsie Hoyt commented
    April 25, 2019 17:02

    Re-evaluating.  I don't have anything to add at this moment but this is a potential action item for development.

  • Alix Birtles commented
    February 12, 2019 02:36

    I also believe this should be given priority to implement, at least at some point. The administration functions of Fieldview are fundamental to Fieldview's usability as a system as a whole

    We have kick-back from our projects where we assign the day-to-day administration of Fieldview to a project user/s. Project BU Admins don't want to spend bulk of their time doing simple administrative task. A feature such as a bulk add feature should be a relatively simple function that Fieldview should already include but doesn't yet.

  • Shannon Treadwell commented
    February 11, 2019 09:31

    I believe this would help a lot of people and should be considered a priority at least - if not high priority.

  • Admin
    Betsie Hoyt commented
    February 08, 2019 16:48

    I am truly sympathetic that this would be a great update for administrators.  However at this time the higher priority is to focus on initiatives that benefit the most amount of people.  At this time I will have to decline being able to doing this work.  

  • Matthew Bailey-Lawrence commented
    May 17, 2016 22:30

    Batch adding and being able to use the API to manage users to a project would be beneficial.  Both functions need to be included multiple users to one project, one user to multiple projects. 

  • Deleted User commented
    May 17, 2016 11:56

    Please help with clarification. Are we looking for batch assigning multiple users to a project, or batch assigning a user to multiple projects?

  • Viktoriya Chuvarova commented
    March 14, 2016 22:01

    The batch facility needs further configuration and development. I would also suggest batch-distribution of forms as one of the essential enhancements: where users can batch-change status of forms, they should be able to batch-distribute them, too.

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