Imagine the following use case: Make a table to track your department’s accounting audit issues. It contains a number of things like severity and current status. You are asked to provide an update of an issue to your boss or to Internal Audit.
What would be ideal in this situation is a “form” that acts as a reporting output template for one record. A page that could save/print to PDF that looks like it was create by a report writer. One that was limited to the frame of the form. But one that didn’t look like an input form. I realize there are “cards” but they don’t seem very fit for purpose. Forms are very close to what we need but they are not quite suitable in their current configuration.
My ideal future state idea:
- You can right-click on a record to bring up a form.
- The form is opened and automatically populated, you click on a button that transforms the form into something that looks like a nice output report instead (using the form as the template).
- Then there would be a download or print button that is specific to the form frame, so that you receive a nicely formatted PDF (or you can print to PDF) so that you have a nicely formatted page(s) that looks like it was generated by a report writer. It shoudn’t look like an input form.
Applying this for my original use case you would easily generate a nice PDF page summarizing the current audit issue status for you to send to stakeholders.
