ProjectWise Forms

More tool to manage form type

We would need more tools to manage Type for forms

example: rename, move forms under a new type, delete a type etc... Embed type (three level would be nice), possibility to add form at each level

  • Luc Poulin
  • Mar 7 2025
  • Already exists
  • Attach files
  • Luc Poulin commented
    14 Mar 18:42

    Thank you Caitlin

    Unfortunaltly
    Delete Form Definitions that have no forms filled out
    Delete Cutom types (by deleting all Form Definitions under it)

    Those are not an opiton for us once the project is in motion. We owuld prefer to hav an obsolete sate assign to a Form or Type, assuming all Form are closed.

    How about moving form to a new Existing type to reorganise? We can copy but existing form will not follow.

    We work on project that span over several years and the needs evolve as the project growth.

    Thank you for your feedback

  • Admin
    Caitlin Zeuli commented
    14 Mar 18:27

    In the new Forms manager, you can
    Delete Form Definitions that have no forms filled out
    Delete Cutom types (by deleting all Form Definitions under it) -
    Default form types will no show in display list, but will still be available as an option when creating new Form Definitions
    Copy Form Definitions and move them to a different type
    Create a new type and copy Form Definitions from other types.

    Discipline, Class, and Type are the 3 that exist today and we have no plans of adding any more levels of types to Form Definitions.