Unfortunately, I put this in as a ticket and it was closed as "working as intended" (essentially): 00222932.We just went through some small amount of effort to create documentation sending planners through a 2-step process to change ownership as a result.So further testing my be difficult.

We can auto-attach custom forms to Projects and Tasks, but not expenses.We have custom Invoice and Receipt data we want provided with each expense, but this requires the user to make the effort to add the form rather than the system automating it.

@Jeremy FloresBy default, all our planners have view-only access to all other planners' within the same Company, via the Portfolio.However, if a current project Owner designates a new project Owner, it was our assumption that the new Owner would get Manage permissions (i.e., the system should elevat...

It's possible it's a side-effect of Inherited Permissions (our planners have view-only access to all projects by default).Still, if a view-only planner is given Ownership of a project, it still makes sense to me to boost that user to Manage automatically. So maybe that's an edge case they didn't con...

it comes as a great surprise to us that changing the Owner of a project does not automatically give that person manage access to the project.Seems kinda odd you'd want a view-only Owner of a project.So hoping to get some traction around making Manage the default, or perhaps an option in preferences ...

@Jeremy FloresAdding artwork routings to the Designer's (workers) plate would be a drag on the time they can spend being creative. It's information they can't use until they get the Project Manager's (planner's) summary and feedback; so it's noise and fluff for them during the routing.So basically a...

We need this for Workers who perform the changes to the routed document. So technically…this isn't resolved. I tried it and a Worker who is not on the routing (but can view the locked, completed routing via URL), cannot use the resolution features.The project owner routes the document, but Workers...

One issue will how to explain show/hide logic and menu choices in such a format. If you're interested in samples of ones I've created for our team, contact me directly (I can't post them to a public forum).

Gevorg,Functionality question:Currently, if I rename a field the name gets changed in all calculations; which is handy in our case when someone decides to change the wording of the question (aka "field label").Will this still be the case? If I change the "Name" attribute, will it fix all instances o...

I saw the original thread and the idea that WF thinks this is "working as intended" is laughable…this is a UI/UX design flaw, straight up.I'm thinking, as others do, that WF needs to put a pause of new features and upgrades and have a HUGE QoL update incorporating literally dozens of items like th...