Dream Factory by TruBridge Ideas Portal
It would be wonderful to clean up the eforms drop down list since we shouldn't delete old employees from the list we have to create new drop down when we encounter an influx of new employees that utilize the drop down list within eforms.
My idea is when you edit a version 1 e-form it creates the e-form being edited as version 2 under construction. When version 2 is set live then it sets version 1 automatically as obsolete. It would be nice if the Drop Downs would function the same way. When edited any documentation using that drop down in the past would have that version 1 kept safe. When the edited dropdown is saved it sets version 1 as obsolete and version 2 is used in the future.
I am dreaming but I would like to hide dropdowns no longer in use also. But I would really like the eform dropdowns to function like the notes phrases lists. Can add, edit, remove and the changes would not affect the eforms. Now if you delete a dropdown selection and then someone goes to the back to that eform that selection is blank on the form. The eform should save the selection regardless of what has occurred in the dropdown list.
Can you be more specific on what you man by "clean up"? Are you suggested outdated drop downs be hidden?
Amen! I just did my yearly update of all the staff dropdowns and already a couple are outdated.