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It would be nice if you had the same advanced dashboard for submissions like you have for the disptach/workflow features. I want to be able to search for all submissions for a particular person. The feature now is limiting me to only search by form and I have a lot of forms and want to search by the person.
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2024 Update:
The Community is getting cleaned up! If you are stumbling across this post after September of 2024, this is the most recent solution or answer to the request in this post.
Work Hub in the Classic GoCanvas view has advanced search and filter functionality. To learn more, visit the Help Center article, "Work Hub Search & Filter."
In GoCanvas Project Management View, each submission can be associated to a Customer and Project, allowing admins to direct their search to an already filtered location. to learn more, visit the Help Center section, "GoCanvas Project Management View."
Hi David,
The Product Team is in the midst of making improvements to the Submission search.
Sara is this still the case, It seems that we still have to search by form and not able to search by person and find all forms and submissions for that person....
Hi David,
Yes, you still have to search within a form. I wasn't sure, when I originally responded, what the scope of the search changes were, but it seems like this will continue to be the case. Sorry for the bad news on this, but we'll keep this as a feature request and make sure the product team knows the need is still out there. Thanks!
I would like to see this get some new light. My company would like to search all submissions at once to search for certain vehicle types.
Hoping to help bring this request back for review. It would be really helpful to search all submissions at once by user and/or date without having to go into each individual folder or app history. This is particularly important when we are looking to confirm we have received a submission correctly and to troubleshoot submission errors from users.
Thank you all for circling back to this feature request to reiterate its importance to you. We will continue to keep a close eye on it and remain in contact with the Product Team about its position in the pipeline. We'll be sure to update you with any news we can!
All the best,
Siobhan
Hi,
I have noticed that you are able to complete an Advances Search for Submissions via the web browser, where I can search for a particular entered filed within the submission.
Is there any light on whether this feature will be made available on the Mobile App version? I am currently transitioning from Zoho forms to GoCanvas as my customers are requesting an easier to read PDF Job Report.
Zoho forms offers detailed advanced search via their Mobile App which is great when having to locate a particular job that i did 6+ months ago, it would really complete the in-field experience with GoCanvas if they added this feature to their Mobile App.
@Tommy Horvatich
Similar to this?
https://help.gocanvas.com/hc/en-us/community/posts/360006714894-Add-Search-for-History-List
@ Nathan
Yes exactly that.
I agree. It would be nice to search for all submissions for a particular person. I have been downloading submissions into Excel with BI to make a pivot for submissions per user in order to get the information I need. It can be very time consuming.
Checking in on this feature. We are still running into issues where we need to search all submissions across all apps by users to confirm their total submissions are accurate. We deal with many apps and are running into issues where we need to scan a users total submissions to find out if they mis-submitted an app under another app by mistake. We have worked with customer support to streamline our apps as much as possible and there isn't a great way for us to avoid having multiple apps. We can't just check in one place to see if a user submitted an app under another name incorrectly. We're left guessing and searching each app folder to find submissions. This is time consuming and not accurate in any way. Serious problem. Please update on the status of this feature.
a lot of votes on here but no actions....
Speaking honestly, we don't have a timeline on the functionality to search submissions across multiple Apps from the website.
We understand that this feature is regularly requested and has a high number of votes. Sara and I are committed to surfacing this request to the Product Team, making sure to emphasize the impact it would have for multiple users.
We appreciate you taking the time to reinforce the need for this functionality. Sharing details on specific hurdles and use cases are valuable data that we can provide to the Product Managers to make a case for this feature.
Hello Chip,
Thank you for the honest update on the timeline for additional search functionality. We appreciate being heard and updated on what's happening. Being in the loop is very helpful so we can adjust things on our end if need be in the mean time. Thank you for your support and for passing our requests on to the Product Managers.