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Allow bulk attachment of custom form to Programs

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Level 3

10/7/24

Currently, users are able to select multiple projects and are able to Add a Custom Form to selected objects such as Projects with a single Save.  (For example... see Add custom form field in screenshot). 

 

gardensurfer_0-1728355744261.png

 

Users are apparently unable to do this for Programs. When my company wants to roll out a new form for all existing programs we would have to add the form one by one. 

 

Please enable the ability to add a Custom form while bulk editing Programs. 

 

4 Comments

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Level 8

10/8/24

You can bulk edit Programs to attach a custom form to them. Through a Program Report, you can run a report for the Programs that you are looking to attach the custom form to. Then, you can use the Select All checkbox to select all of the Programs, click on the Edit button and add the custom form, and then click on Save -- this will bulk edit all of the Programs with the custom form. 

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Level 3

10/9/24

Thanks for replying, @TerryHy . I see the behavior you describe for bulk attaching forms to objects like Projects & Tasks, etc. However, the functionality doesn't appear available for Programs. 

 

I don't know if there's anything wrong with our instance, but the Add custom form in the screenshot of the original post is not available when we select multiple programs from a Program Report. Here is a video of what we see. : 

 

In the video there are 3 programs that have no custom forms attached to them - shown in a Program Report. We select all and edit, jump to Custom Forms and the field is not available to pick a form to attach. If possible, could please share a screen grab from your instance of what it is supposed to look like when it works?

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Level 8

10/10/24

When you check off Custom Forms, you then need to click on the "Make a selection" box (click on the arrow down), which will present you with the available Program Custom Forms to choose from. 

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Level 3

10/11/24

Ah, thank you, @TerryHy . I was thrown because I was expecting the same field to Add a Form for Programs as one would see when bulk editing projects: 

gardensurfer_0-1728667954585.png

 

And in the case of Programs, you have a dropdown to "select 

gardensurfer_1-1728668004808.png

 

I do wish the product would use a consistent interface from one object to the next, but knowing where the feature is now for Programs will help our administration in the future.