Library of re-useable Blueprint form Sections
Blueprint forms are clearly one of the most useful features of BBGM, but it would be wonderful if we could save form sections we've built into a library so that the section can be added to a different Blueprint form with one click - all fields and settings in tact.
We have some sections which are consistent across all of our request types and having to recreate them in each Blueprint form takes time. It also comes with risk of the wrong field being added if you start from scratch each time you build a form - leading to erroneous data entry.
I'd like BBGM to ask me when I click on 'Add Section' if I want to add a new section of add a pre-saved one from the library.
What would be even more helpful is if we could edit the saved sections from the library and BBGM then publishes the changes down to each form where that section is used.
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David Slavin
- Sep 17 2021
- Reviewed: Need Further Info
Related ideas
I'm commenting on this to raise it again - we also have a number of blueprint forms in the system, representing each fund. They are already built, with the fund application questions that can be different/specific to the fund - however, they are now all collecting the same DEI data questions. I'm currently having to go into each form, and add the section plus all the DEI questions .... its being very time consuming. It would be great if I could build the section within one for - then have a 'share to' option to I can share it to other blue print forms...
This functionality was similar to what was in Alta. You could create a "section" and save it, then repurpose that section in other Blueprint forms.
Hi Vin
Yes, I nearly always use the "copy from" feature and it's a great time-saver.
The reason I raised this request was because the Blueprint form, once built, is not always a finished product. We can often decide to record new data for all our request types which I'll create a new section for. Currently, with over 10 'active' request types, this means me having to add custom sections to each of those forms, field by field. For some of our financial budget sections, this can be over 60 fields in each section (three year grants, 10 budget categories, requested amounts and granted amounts) so you can imagine why I think having this saved library would be useful :)
The second part of my idea would be useful for where we want to make minor changes, for example, each grant has a 'Risk' section with consistent custom fields and some coding. If we wanted to add a new field about risk, I wouldn't want to add it to every BP form in turn if I can add it once in the section library and that change filter through to each form where the section is used.
Thanks, David
Great suggestion, thank you! Do you typically use the "copy from..." option when adding a new Blueprint form? And how does that end up falling short of the need here? (i.e. does the need to copy arise later, after the form already exists? Do you typically need to copy sections from multiple different forms into one new one?) Thank you!