Report to pull fields used in forms Hot

by Camille Stephan on July 13, 2015

The legacy system reports (WF/Project Fields) are totally useless for identifying used field in each transitions now that custom forms is the way to go (vs quick forms). Would like to see a report (either in System Reports or a Composer option ) where it pulls all fields used in a specific form ( transition or state or print)

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  • Hi Camille,
    I've been discussing this with my colleague, and I realized we don't have a complete picture of what you'd like. For example, if we provided you with a grid, with rows corresponding to forms, and columns corresponding to fields, and Booleans for each cell, indicating that the field is or is not on the form, would this meet your needs? Or would you prefer to have a form by form report of fields used?

    Also, such a report would indicate only the form design perspective, and wouldn't consider the field privilege overrides (which might hide a field in some context). Because of overrides in Application Administrator, a field might appear on a form in one state or for one user, but not in another state or for another user. What are your requirements surrounding these sorts of things?
    Thanks, Tom
    Tom Clement Commented by Tom Clement October 26, 2015
    Top 10 Reviewer  -  

    Hi Camille,
    I've been discussing this with my colleague, and I realized we don't have a complete picture of what you'd like. For example, if we provided you with a grid, with rows corresponding to forms, and columns corresponding to fields, and Booleans for each cell, indicating that the field is or is not on the form, would this meet your needs? Or would you prefer to have a form by form report of fields used?

    Also, such a report would indicate only the form design perspective, and wouldn't consider the field privilege overrides (which might hide a field in some context). Because of overrides in Application Administrator, a field might appear on a form in one state or for one user, but not in another state or for another user. What are your requirements surrounding these sorts of things?
    Thanks, Tom

    Hi Camille,
    I see your point. While I don't have a solution for this request, I wanted to point out something you can do that might be useful.

    You're asking for the ability to select a form, and see what fields are on it. The converse is available. You can select a field, and see what forms use it. To do this, go to the table editor in Composer, select the field of interest and click on the "Forms" tab in the property editor. Then right click on any of the headers and choose the Export... option to create a .CSV file listing all forms in the application along with a Yes/No for whether the form contains the field.

    I recognize that this isn't what you're asking for, but you may be able to use this feature to obtain data which you could massage (using a spreadsheet?) into the information you need.
    Tom Clement Commented by Tom Clement October 26, 2015
    Top 10 Reviewer  -  

    Hi Camille,
    I see your point. While I don't have a solution for this request, I wanted to point out something you can do that might be useful.

    You're asking for the ability to select a form, and see what fields are on it. The converse is available. You can select a field, and see what forms use it. To do this, go to the table editor in Composer, select the field of interest and click on the "Forms" tab in the property editor. Then right click on any of the headers and choose the Export... option to create a .CSV file listing all forms in the application along with a Yes/No for whether the form contains the field.

    I recognize that this isn't what you're asking for, but you may be able to use this feature to obtain data which you could massage (using a spreadsheet?) into the information you need.

     

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