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Status Gathering interest
Workspace Case Management
Categories Case
Created by Guest
Created on Apr 12, 2024

Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms

We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc.

Specifically, we've been asked if it's possible to customize how the Standard Forms are displayed per user, or per location.

From my perspective and understanding, I think would be best to add a second Standard Form section for "Bookmarked" or "Favorited" forms, that is user-based. This would allow users to bookmark/favorite their most used/preferred forms (regardless of whether or not they're already in Standard Forms), so they will be listed separately from the Standard Forms.

I would think a separate section would be better than Customizing Standard Forms so that they could still see/download a Standard Form quickly even if they haven't bookmarked/favorited it.

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  • Guest
    Apr 23, 2024

    I have been begging for a customizable "Standard Form" section, but a "Bookmark" section will work. It would be nice to have the "Bookmark" section as the one that is right there in my Passare and if I need a standard form, I can toggle to it. If that makes sense.