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Expand on visibility assignments for roles and users

Quite often (almost every multi contractor form) requires visibility to be restricted to Client and anyone in the Creator's organisation. We currently manage this by asking the user to assign a role set up for their company to the AssignedUsers property. Quite often the user forgets to do that and the form becomes invisible to them. One way to simplify this would be to introduce functionality where at design stage we can trigger (tickbox/checkbox) that the form is assigned to the role to which the Creator belongs to i.e. Joe Blogs belongs to Role:Subcontractor 1 At initialisation stage we have a checkbox "Assign the creator's role to the form".

Additional benefit would be if that uses the AssignedUsers property as this will allow further flexibility to modify assignments through appendage/addition in transition

  • Kiril Tasev
  • Oct 25 2023
  • Future consideration
  • Sarah Albee commented
    October 27, 2023 22:03

    It is possible for a user to be assigned to multiple roles on the project. We could pick the "first" role on the list, but I anticipate that would be problematic in some scenarios as well.