Ideas

It has been requested to have a button that can be linked to a global report so when it is pressed it will generate the report and send it to the emails entered in the Report Schedule section of the attached report

Either allow the user to lock the column title bar in Audit Schedule or alternatively, at least add the months to each of the grey bars, so you don't have the count the months that the audit is scheduled etc.

Problem: Fields don’t clear when trigger becomes null/changes. Actionables: Standardize dependency behavior: on change, recompute; on null, clear targets. Provide visual indicator when a field is auto-updated. Success criteria: Dependent fie...

Problem: Can’t auto-populate related data when personnel chosen. Actionables: Allow “On select” rules: fill department, base, contact from personnel profile. Support clearing those fields if personnel is cleared. Success criteria: Dependent ...

Problem: Removing many options is tedious. Actionables: Multi-select with “Delete Selected” and confirmation. Provide search/filter to select ranges. Success criteria: Admin can delete large sets of options quickly and safely. Cont...

Problem: Manual option entry is slow. Actionables: Support CSV/paste import with columns: label, value, group (optional). Validate duplicates; provide merge/replace modes. Success criteria: Admin can import hundreds of options reliably; erro...

Problem: Global sign-off list not granular; everyone notified. Actionables: On form creation, allow selecting specific approvers for that instance. Notifications limited to selected approvers; visibility rules respected. Success criteria: On...

Problem: Multi-stage approvals needed. Actionables: Configure stages (e.g., Level 1 → Level 2), criteria, and per-stage assignees. Conditional routing based on field values or form type. Notifications per stage; lock edits post-sign-off i...

Problem: Delete in middle column causes accidental clicks. Actionables: Standardise delete action placement to right-most column. Add confirmation for destructive actions; support Undo when possible. Success criteria: Fewer accidental deleti...

Problem: Need dependent selections. Actionables: Enable “Child field depends on Parent field” configuration. Define mapping/filter rules; clearing parent clears child. Success criteria: Changing parent instantly filters child options; removi...