ProjectWise Forms

SWAP form

We have a request to be able to swap form.


Example data was capture using one form and now we need to transfert the data from Form A to Form B

There is also the situation where the wrong form has been used we wanted to swap form

  • Luc Poulin
  • Feb 23 2024
  • Will not implement
  • Attach files
  • Luc Poulin commented
    06 Jun 19:55

    Hello Caitlin/Sarah

    This is something that may happen frequently.

    Example, we start with a RFI form and this lead to creation of three issue. So each issue create will inherit properties from the original RFI.

    Once the three issue are fix we will have to conduct quality control where 4 departments will each have a form to be link to the issue or the RFI

    so 1x3x4 = 12 possible path to pass properties

    see attach picture that show we can relate form one to another and this can cascade.

    Hope this can be re-open for future consideration

  • Admin
    Caitlin Zeuli commented
    06 Jun 17:27

    Closing this Idea given there has been no response.

  • Sarah Albee commented
    29 Feb 16:29

    Is this a one-off issue, or something that you anticipate will happen over and over again? If one-off, please submit as a support ticket and request it be sent to me (by name) and I'll see if there is a way to assist. If this is a repeatable feature you need, we'll have to give it more consideration as a product team before answering.