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Custom Form Management and Ownership

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Level 4

3/28/23

Description and what we would like to see: The system doesn't provide a good way to manage the hundreds of forms in our system. We would like to see additional features added to allow a clearer definition about who owns the form. We currently get around this by sharing the form with a group and then grouping by that field. It isn't always accurate, nor does it allow for system level management to be clearly defined. 

  • Ability to assign a form to a group who owns/manages it so ownership is apparent, and it can be viewed at the group level without needing to access the full list of forms which is daunting in a large instance
  • Some forms are shared across groups, but we don't want group admins to think they can edit them. Instead, we would like the forms assigned to their groups to appear in their group area for management purposes. For system admins, the large number or forms are difficult to dig through to find specific forms. Assigning to a group would help in locating ones for a specific group. 
  • Ability to assign a form used at the system level to the “system” so it can only be managed by dedicated system admins and displays that ownership is at the system level but can be used by group admins that need it (or as defined by the system admin)
  • Add more descriptive fields suggestion which allows for more detail to be added to the who, how, what the form is used for instead of just a description field. (Related idea: Allow assigning custom form ownership to Groups - Adobe Experience League Community - 518377)

Why is this feature important to you - We have a large number of forms managed by many people across nearly 60 groups. It is challenging to maintain a good record of who owns the form and know what it is used for in the system. 

 

 

 

2 Comments

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Community Advisor

3/28/23

Hi, have you considered making Views and Filters to use in the Custom Forms page in setup? Examples for some columns for your view:

Madalyn_Destafney_0-1680033314009.png

You can change Home Group ID to Home Group Name in text mode to show what group the user belongs to that created the form vs the last column is who last updated (could also add a column for last updated by home group).