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Add identifiers such as owner and group to Custom Forms that can be updated

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Level 5

8/6/25

From an enterprise management perspective, controlling and regulating custom form updates and simply the identification becomes very difficult due to limited ability to identify who owns a certain form.  Currently, the only way to really differentiate the different forms between groups is by adding in an abbreviated identifier in the name of the form or description such as "ABC Group - Intake Request" (both are a not optimal).   There does not appear to be a way to even change the group name that is associated with the forms today which at the very least would be extremely helpful.

 

Request:   Add in some simple identification features within custom forms such as an Owner and/or customizable Group identifier

 

Benefits

  • Ability to filter custom forms based on ownership which creates administrative efficiency and reduces risk of incorrect form updates
  • Increases user experience by not having to have group identifiers within the name of the form (more aesthetic to user)

 

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1 Comment

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Community Advisor

8/13/25

One way I workaround this is via the Share settings. As a result, I created a custom view that shows the Shared With value for the custom form. Naming conventions also help.

I still support the idea, though, because there are flaws with my workaround.