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Update: This Suggestion Box has been migrated to The Network, Trimble's online user community and is now read-only. Please click the link to add a new idea, vote, or comment.
Created by Henrick Malpica
Created on Mar 22, 2023

Editing record settings on the Checklist Template Level

It would be nice to see the ability to manage the Record Settings (Notifications, Workflow, Reports, Security, Default Assignees, and Field attributes) on the Checklist template level. We would like to see the ability to manage record settings on each individual checklist. Currently, you can manage the record setting items for all the checklist templates together. But what if you wanted one template to have different notifications or workflow than another? ProjectSight currently cannot accommodate that. Please grant the ability to make each checklist template have its own personal record settings.

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