We have multiple people that create dispatches for multiple locations. It would be a great help if there was a pre-populated field with individual creating the dispatch or a way to add it as a required field when creating the dispatch. This way if the individual completing the dispatch needed clarification on something, they would know who to check with.
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Hi Tom,
It would definitely be interesting to have either an assignment based on who's logged in and creating the dispatch or, as you said, a field that is required when creating the dispatch. You could get to this maybe with Zapier or Business Insights, but even then it would be a somewhat manual process of someone putting their name into the field and then sending it to GoCanvas.
I'm going to keep thinking about this one and see if there's a creative way to get to what you're after.
Thanks for the feedback!
I don't need the name field but it would be nice to have required fields specifically for dispatch and then specifically for the person who fills out the app.
Hi Ellen!
When building a form, you can create required fields for the user. When creating a dispatch, the creator has the option to pre-fill a portion of the form before sending it out. Please let us know if this is the solution you were looking for!
Thanks for your feedback!
Hello Troi,
I have created the required fields on the form but it does not require the dispatcher to fill in those fields before sending the dispatch. I am looking for a way to require the dispatcher to fill in the fields before being able to submit a dispatch.
Thank you!
Good morning Ellen,
Got it! Thank you for your suggestion and I'm glad you were able to create required fields for your user. Unfortunately, creating a required field for dispatchers is not a feature available, but it may be helpful to create a static text field as a reminder to complete specific fields. You can adjust the settings of these fields to not be visible on the PDF or Mobile version in the field settings.
Troi
That makes sense. Is there a feature request for this already that I could up vote?
Ellen,
The original post here, by Tom Johnson, would be a great post to upvote. Seems to be the only community post regarding required fields for dispatch. Just click the up arrow on his post!