How can we improve TrackVia? What features should come next?

Alllow more than one Create a Record form and allow a specific form to be defined to edit record once created.

Right now, you can only have one Create a Record form defined per role, and once record is completed for that, system defaults to the form associated with the default view on the table where record is added. This limits us to only one process flow per user role. If we could specify multiple Create a Record forms, and then specify specific form to open once record is created, we could create multiple process flows within a single role.

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Mike McVearry shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

2 comments

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  • Kimberly commented  ·   ·  Flag as inappropriate

    Hello,

    Thank you for reaching out! Being able to use more than one form to create records would be a great addition to the system. While we have had discussions of adding this capability to the system, there have not been any decisions to move forward with implementing it at this time. We do log all features that our customers bring forward, as it helps prioritize our product roadmap for the each year. As more customers request similar features, it increases the demand and prioritization of the feature for the upcoming year. Currently, other enhancements have a larger priority for 2019, but we will update our community posts if this changes.

    Please feel free to reach out to our support team with further questions or concerns.

    Regards,

    Kim

  • Kurt Jordan commented  ·   ·  Flag as inappropriate

    I would really like this to help with user entry in various flows that only require certain information. This would help keep forms clean and allow for greater flexibility.

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