ProjectWise Forms

Transmittal-Submittal forms

In a Transmittal-Submittal forms


The reviewer can change the form fields as they are evaluating the issue.

once send as a submittal, those field get read-only


Request is to allow the fields to be editable again by the reviewer OR at minimum allow us to select which one stay read-only and which one can stay editable

  • Luc Poulin
  • Oct 27 2023
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  • Luc Poulin commented
    19 Aug 13:31

    Hello Caitlin

    yes when we create issue as part of a review under PWDM, the form is kind of manage by the system.

    Example:

    The WF is system manage which prevent us form doing any customization
    Field of the form become read only, which prevent us from changing the priority.
    If we wanted to assign the form to a new discipline we can't ( not talking about assign to a user or role)

    All below request are around providing more customization for Submittal and Transmittal form

    https://pwforms.ideas.aha.io/ideas/PWFORMS-I-76
    https://pwforms.ideas.aha.io/ideas/PWFORMS-I-77

    If i extend on the idea, those forms ( submittal and transmittal) are part of exchanges and discussions, as such they become organic document that require updating data on the form.

    We may get into a meeting to talk about those issue. Being able to change the unresolve state from the client side to fix later or have the recicpient to set fix later and send the reponse is one example.

    Here a link to the online help
    https://docs.bentley.com/LiveContent/web/ProjectWise%20Deliverables%20Management%20connector%20for%20ProjectWise-v9/en/GUID-4A0E68EA-6936-470E-816B-576565A4853C.html


    let me know if need more detail

    Thank you

  • Admin
    Caitlin Zeuli commented
    18 Aug 23:10

    Hi Luc,
    Same as the other idea with the same name https://bentleysystems1.aha.io/ideas/ideas/PWFORMS-I-77

    Can you tell be where (and in what Product) you are having this issue (if you still are)? Sreenshots are always helpful.

    I am asking because I think you can now edit workflows for all forms in most of the places they are used. I am wondering if any have been missed, or if this has been addressed through the years.

    Let me know,
    Caitlin