Hi team, just another quality of life feature enhancement I wanted to put forward for those of us who manage large scale teams and processes in Laserfiche Forms.

My suggestion today is a small tweak/improvement with regards to the Team Management as shown below.

Specifically, this screen:

When a key-user leaves the company the immediate challenge is for system administrators who may not be familiar with the 100+ business processes, to establish who is replacing who in what teams and subsequent processes. The second challenge is then updating the Teams they're associated with. Furthermore, if upon their departure their role will be split between two or more existing team members, we are then required to keep track of which person does what task.

In the example above, I have reached this screen by doing the following:

1. Selecting my user name and going to the Administration section of Forms.

2. Selecting "Team Management" tab on the left

3. Selecting the User or Groups Tab above the list that is displayed

4. Find the User who is leaving by search.

5. View their current Teams and Roles

6. Open the "Edit Screen" by clicking one of the Teams

The issue with this, is we can't update who is in the team from this view and so my recommendation here would be to update the list view to have three new icons/buttons appear next to the Team Name in the List of associated Teams for that User.

1. "Edit User Properties"

2. "Edit Team Properties"

3. "List Associated Processes"

The way I imagine it to look/feel UX wise is similar to the Manage Screen here:

Regarding the button functionality:

The first button (Edit User) would simply perform the existing functionality, whereby it displays the User or Group Properties modal.

The second button (Edit Team) would bring up the Team Editing modal used to manage teams so that we could add/remove users directly.

The third button (Associated Processes) would perform a search to determine which processes "use" this Team and display a list to the administrator (with links that open in new tabs). This is an important check that can help determine the potential impact of a team or user. It is also essential for administrators if there is a need to update all of the associated processes (email notifications, workflow activities) based on a team being disbanded / repurposed.

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These improvements would certainly help with the overhead of managing large implementations and more importantly helping minimise disruption in high turnover environments.

That's it from my end, hope you can appreciate the improvement and it can be added to the wish list!

Thanks!

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