Feature Request: Grouping or Containers for Processes

asked on March 5, 2020

We are a Tribal Government and have a large number of programs that are beginning to move to Laserfiche forms. There are only a couple of us who make the forms for all of these programs and there's no efficient way I see to manage all the different processes/forms. In the Manage tab of Forms, can a feature be added to be able to group processes or put them in containers? Each of the forms we create for these programs usually has its own business process, so we can't just create the forms all under one process. This feature would be a huge help in tracking which forms have already been created for each program. And containers are kinda Laserfiche's thing already... ;)

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replied on March 5, 2020

Thanks for the feature idea. We've heard this before and I'll add this link to that request.

It's pretty common for each paper form or business process you bring to Forms to be its own Forms process. One thing you can do in the meantime before this feature is implemented is to use a naming convention to help keep processes together. Something like the example below. This will help you search and sort to get to the processes you are looking for.

[Department A] - Process name 1
[Department A] - Process name 2
[Department A] - Process name 3

[Department B] - [Group 1] - Process name 4
[Department B] - [Group 1] - Process name 5

[Department B] - [Group 2] - Process name 6
[Department B] - [Group 2] - Process name 7

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replied on March 5, 2020

Hi Jared,

Thank you for the quick response. This is how we're currently naming name. We expect that the number of forms will eventually grow into the hundreds though, so I just see value in having some form of container in the future. It's not a big deal for us right now, but at some point I think it'll just make things much easier.

Thank you!

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Feature Request: Grouping or Containers for Processes

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