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  1. Tighter Form Builder Layout

    I would like to see a "tighter" layout of Forms. Currently, I feel the fields are too large with the font size, in-field padding, and the field-to-field padding.
    If we had the ability to reduce the size of the fields and padding, the presentation wouldn't look so large with alot of wasted screen real estate, plus we could potentially squeeze in 5 or 6 columns wide.
    Thanks!

    52 votes
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      4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
    • Conditional required fields on the form level.

      I really need an option to make a field required in the form IF a certain checkbox or dropdown is selected / checked when creating/editing the form.

      E.G. if a form gets a checkbox in "Cancellation" then the text field "cancellation reason" would become a required field as long as that checkbox has a check at "cancellation".

      This seems fairly easy to build with JavaScript, so I hope for this option as it would open up new possibilities!

      41 votes
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        4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
      • Ability to rename dropdown options without having to delete them once.

        Rename dropdown options!

        Another easy to integrate → LOTS of benefit improvements! ^^

        41 votes
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          3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
        • When will you make it print friendly? now the words are so big and the run over to so many pages

          the words are so big and the run over to so many pages when printed.

          21 votes
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            3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
          • Have a default 'sort by' on views

            When you make a view you can choose if there is a default sort by - for instance we want to always have particular views organised by date, but others organised by a priority 1 - 10

            19 votes
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              2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
            • Views should auto-refresh

              Views should auto-refresh when changes are made or at a set interval

              16 votes
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                4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
              • Select a default form

                I don't like the default form and I don't use the default...ever. When I'm in the form builder screen, I would like to have the ability to set a form as the default form.

                Choosing my own default form would save me a few steps in having to go into the Roles and assign a form to a view every time I create a new view.

                14 votes
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                  3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                • Adding more info through Multi-select

                  Multi-select is quite nice, and is improving workflows for a lot of my clients. Thanks for adding this!

                  Would love to see the ability to choose a few fields from the join table to include in the multi select. That way the record created in the join table has all info required.

                  Situation: We're creating an Invoice record, using multi select to choose items from the Products table, which are added to our "Line Items" join table. A "Line Item" record contains the number field "Quantity"

                  Current process is to choose items with multi-select, save record. View for line item…

                  14 votes
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                    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                  • Need notification emails with excel files attached

                    Notification emails should contain an excel file of specific records that triggered the notification

                    13 votes
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                      2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                    • Radio buttons vs Dropdown menu!!

                      No matter how you think about it, RADIO BUTTONS are 100 times faster to click on than choosing something in a dropdown menu!

                      Another REALLY EASY to implement improvement, and LOTS OF PRODUCTIVITY for everyone!

                      I would make it as on option to "show a dropdown menu as radio buttons".

                      13 votes
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                        3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                      • URL for uploaded images which can be used in webmerge via zapier

                        Currently when an image is submitted or a signature, etc, the field returns to Zapier the file name.

                        This unfortunately is not very useful. Ideally it should return a link to the file.

                        The reason for this is that with the link, zapier can pass this to webmerge and insert it into a document. Specifically, this is required to create a merged document with signatures. Without this feature capturing signatures is not all that helpful.

                        12 votes
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                          2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                        • Organization of App Overview, Views, Filters, etc...

                          I find the App Overview to pretty ineffective. I need to be able to organize my hundreds of views and filters by at least table and ideally in a hierarchal structure that I can build. Having them all side by side in no particular order makes it pretty hard to know what I'm looking at quickly.

                          Additionally, I've been using a naming convention for all of these views and filters that will at least alphabetize/group them together but then items with similar names, applicable to entirely different tables/views etc get all mixed together. The other problem with this is that…

                          12 votes
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                            3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                          • 9 votes
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                              5 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add Conditional Group(s) to Filters

                              Currently you are only able to have two levels of Conditional Groups in Filters. This needs to be increased to AT LEAST three levels. There are many cases that are not possible with just two levels. When creating a workflow that moves records from step to step, some fields in the workflow might need to be conditional. For instance, let's say the end-user is usually required to upload a Purchase Order unless that customer is under contract. So, in the form you'd have a "Under Contract" check box and field to upload the purchase order. The idea is that if…

                              8 votes
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                                2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                              • Date Swimlanes for scheduling?

                                We find swimlanes very useful for organizing our production process. We'd like to see this feature expand into dates. It would be great to filter the view to a week or two, and then have 7-14 days of swimlanes to drag batches onto for scheduling.

                                Additionally, having the ability to add more info to the "record" identifier box would be huge.

                                Thanks!

                                Jon

                                7 votes
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                                  1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                • Forms - Allow users to select (and copy) calculated field text

                                  Currently calculated fields are disabled textarea controls, which prevents users from being able to select the text and copy the contents.

                                  Selecting calculated text can be useful in a variety of scenarios. I like to use them when copy/pasting calculated descriptions to override description fields.

                                  7 votes
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                                    started  ·  2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Form printing

                                    Printing forms is great feature. Unfortunately, the spacing between rows of fields AND sections of the form is so generous that my forms that should print on one page are being spread out over two pages.

                                    When a section is hidden from the form because of the result of a show/hide rule, there is additional spacing where that section would have been if it weren't hidden.

                                    Also, when a form has a "view section" the view section box is enormous whether there is one child record or several.

                                    The form printing feature may be improved if the row spacing was…

                                    7 votes
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                                      2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Upload multiple documents to one document field

                                      Upload multiple documents to one document field. I hate having to add multiple fields for images, etc.

                                      6 votes
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                                        5 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Other Option for Checkboxes

                                        It would be super-helpful to allow an "Other" option on checkboxes that allowed something to be typed-in if that was selected. A sample is attached in a screenshot.

                                        Right now, I just add an "Other" text field, but it's not ideal.

                                        6 votes
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                                          2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Ability to drag and drop in the sort feature

                                          It would be nice to have the ability to drag your sort criteria up and down to change the order without x-ing out and redoing the whole sort window. For example, if you want to sort by date and then by company name and then switch and have company name first, it would be helpful to be able to quickly move those criteria

                                          6 votes
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                                            0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
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