Well, yes and no haha. Some groups like the Production group would only need access to the Production formspace. But FSRs would have access to Field Services and Installation formspaces, because they would use the forms in both. 3rd party Installers wouldn't though, so that group would stay with...
Universal support functions just being safety and HR. In most cases, we can use a single safety or HR farm for all employees across divisions and customers. So we are able to keep single versions of those standard forms and grant access to all employees. This helps to avoid having duplicates of...
Morning Natalie, It's mostly to control who sees which forms. Some forms have multiple versions (for different code revisions) and a branch can only use the revision that applies in their jurisdiction. I learned pretty early on that users benefit from blinders. There's occasionally some...
Thanks Calvin! If the forms are the same, what is the purpose of putting them in different FormSpaces? I know there are reasons for this, but I'm wondering what the reasons are in your case. -- Natalie Tallon Product Manager TrueContext ntallon@truecontext.com --
Thanks Lisa, so would you say you've set it up so that there is 1 group to each FormSpace? (ignoring Form Designers) -- Natalie Tallon Product Manager TrueContext ntallon@truecontext.com --
Thanks Matt, that sounds pretty robust. What do you mean by 'universal support function forms'? With this framework are you needing to duplicate forms in different FormSpaces? Are the support function groups specific to each Customer/Division? i.e. do you have different groups for ...
Our formspaces are split up as such: Development QA Production (per branch) Dev is where all form development happens. QA is a mock up of a production formspace with all the integrations in place. QA is less used now that I'm not actively creating new forms or integrations - usually...
Hi Natalie! Our formspaces are organized by type of job being completed. We have one for Field Rep work, one for Installation work, production and component forms, etc. Organizing by the type of work helps me quickly find specific forms/destinations/data sources when needing to make changes. ...
We typically organize our groups by type of employee (Safety, Admins, Foremen, etc.). The most specific groups we create are for certain customers/contracts. That allows us to immediately place new hires into the correct groupings based on their role in the company. Our FormSpaces are...
Hello Everyone, I'm a Product Manager at TrueContext, and I'm seeking insights into how our customers structure their Groups and FormSpaces. As you're aware, a FormSpace can be associated with multiple Groups, and vice versa. This many-to-many relationship allows for various strategies in...