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  1. Option to copy an existing form

    I would like to have the option to copy a form in the same workspace.
    For example sometimes I have a form like Owners that has fields I would like to reuse in another form for example Employes, Contacts, Admins, Companies.

    So instead of start from scratch or having to import as input fields I would like to reuse all the form field settings of the form I'm copying from.

    15 votes
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    • Limiting permissions to specific fields

      Create more flexible permissions for forms so that members can edit some fields in a form but not others. This will reduce the number of forms required in some cases and the complexity of linking them.

      1 vote
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      • Add the option to set a Member field to the current user.

        Add the option to set a Member field to the current user.

        1 vote
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        • Offer a plan between Personal and Starter

          I'm currently using the Personal plan for one user and up to 1000 records and I love Zengine! My sister and I work together on building 1/6 scale miniatures for dioramas and photo stories. I would love to be able to add her as a second user and share my Zengine database for planning and task lists, but I can't afford $39 a month. Could you offer an in-between plan for up to two users and up to, say, 1500 to 2000 records?

          Or better yet, since I don't use even close to the 1000 records allowed with the Personal…

          3 votes
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            0 comments  ·  Great Ideas  ·  Admin →
          • have a specific name input field with separate fields for First, Middle and Last names all in one "question" on the form

            have a specific name input field with separate fields for First, Middle and Last names all in one "question" on the form. this seems pretty straightforward and is available on literally every other form builder I have ever used

            3 votes
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            • Don't require headers on import

              I'm worried that insisting on headers for every column will discourage take-up of wCurrent, when Google Docs and Zoho will hoover up anything straightaway, with no modification required.

              1 vote
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                0 comments  ·  Import  ·  Admin →
              • 1 vote
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                • Ability to select/deselect all columns when creating data views

                  Have a select/deselect all capability when adding/removing columns from views - it's tedious to have to check/uncheck one by one, especially when there are many fields involved.

                  5 votes
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                    0 comments  ·  Reports  ·  Admin →
                  • make all forms/tables visible immediately in a workspace and have groupings.

                    Right now you can only see 3 forms in the tabbed bar across the top. The rest are labelled as "More". Wouldn't it be great to see all the forms to choose from, rather than simply defaulting to the data from the first form and showing titles of the next 2?

                    The purpose is so that users could easily find what they are looking for in one click. If you have 20 different tables/forms, the system becomes unwieldy since you can only see the first 3 forms/tables. You then have to scroll down through 20 possibilities until you find the…

                    8 votes
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                      Thanks Jason, I see your pain point. Since most of our users don’t have more than 3-5 forms in a workspace, I’d love to understand your use case a bit better as there may be other ways to structure your data so you don’t need so many forms.

                    • 4 votes
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                      • Share data across workspaces

                        Hi,

                        I was originally going to make 2 workspaces: 1 for CRM and 1 for product/inventory tracking. The vendors of the products would ideally be available in my
                        1) general contacts
                        2) list of vendors for manufacturing

                        Is it possible to share a form between two workspaces? If not, it sounds like I should put all my shared data into 1 workspace, even if it is two completely different realms such as contact management and manufacturing.

                        59 votes
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                          6 comments  ·  Data  ·  Admin →

                          Your thinking is exactly right on all fronts here. With the design of
                          workspaces it would be cleanest to keep different areas of your business in
                          different workspaces; so having contacts in one and vendors in another
                          would be great. But, as you pointed out we don’t currently allow the
                          lookups or links between workspaces (although it is something on our longer
                          term roadmap). As you suggested the workaround for now would be to put
                          them both in one workspace. Fortunately with our user roles you can create
                          any security you might want so only certain people can see certain tables
                          so although it would be a bit easier to organize if things were separate
                          having it all in one place should work fine.

                        • Can't do calculations on calculated fields

                          My calculations are all wrong, and I realized this is why

                          0 votes
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                            1 comment  ·  Form Builder  ·  Admin →

                            Thanks, we do realize this is a limitation. Right now the workaround is to not use any calculated field in your formula.

                          • Create a full address field in the form builder instead of bits and pieces

                            The current form builder has an awkward method of adding an address. Can you have a field or set of fields that makes this easier and maybe on that populates with a google map? I have seen this with another online database and its is very slick!

                            8 votes
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                              1 comment  ·  Form Builder  ·  Admin →
                            • Put multiple fields on one line for a condensed view of the form

                              On the form builder it does not allow you to put First Name and Last Name on the same line, so they are side by side, instead of under each other. If the fields could be placed next to each other in the form builder you could condense the view of the form, resulting in less scrolling down to view all the details on the form.

                              28 votes
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                                Thanks for the suggestion! Your use case makes sense and as we work on making a view of forms that takes up the whole screen, we will keep this in mind.

                              • Date of Birth field - dropdown list for day, drop down list for month, drop down list for year - all in one

                                Is there a field with dropdowns for day, month and year for people to input their date of birth - but not using the Date field. The date field comes up with the current month calendar.

                                4 votes
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                                • Themes

                                  PRETTY COLORS. All joking aside, I think it would be cool to be able to theme across different workspaces or forms. To add visual differentiation and hey, who doesn't like customizing stuff?

                                  3 votes
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                                    1 comment  ·  Great Ideas  ·  Admin →
                                  • Security needs to be better

                                    Improved security. Need:

                                    1. Ability to secure fields on a form
                                    2. Ability to have users see the views they want, and when the change them, not have it affect everyone else
                                    3. Need to secure dashboards
                                    And loads more.

                                    2 votes
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                                    • Identify duplicate records

                                      It would be wonderful if Zengine could identify duplicate records (especially after mass imports) and then give the user to cascade delete them.

                                      2 votes
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                                        2 comments  ·  Import  ·  Admin →

                                        Thanks for this idea. Right now you can set a text field to be unique PRIOR to import, and then duplicates will be flagged and won’t come in via the import. The ability to identify duplicates on existing data is on our radar but I don’t know when it will become a priority.

                                      • 6 votes
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                                          Update – this feature is generally in our plans, but unfortunately will require some fundamental API changes to support, so it won’t happen in the near term.

                                        • Hide/Archive WorkSpaces

                                          Hide/Archive Workspaces that are no longer in use but want to keep the data

                                          1 vote
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                                            gathering feedback  ·  0 comments  ·  Data  ·  Admin →
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