Really? How do I change the permissions on this āArchivedā app?
Apps
- Estimates = everyone
- Archived = closed to everyone except one user
- Web = admins only (no members)
1 Like
Yes of course, you will find the share option for the currently selected app in the top right-hand corner. Here you can then remove the access for workspace admins and members and specify a person who should have access.
You can find a detailed explanation here.
I finally figured it out 
This wasnāt intuitive for me at all.
Iām going to record a video for you so you can see where I was failing to understand
1 Like
WOW!! The proposed design looks fantastic. Here are few things that came to mind:
DESKTOP
1. Fields Order on Developer API calls
With the proposed reordering of fields in multiple columns layout, how will the order of fields response be when doing a request like Retrieve a record API? Here an example from an app with the following fields:
The response from that request will look like this:
As you can see under āFieldsā it will show in the order that is organized in the customized fields ([0] Name, [1] Company Name, [2] Phone, [3] Email, [4] Address). How will that work with a multiple column layout?
2. Add Lockable Fields
I made a feature request about Lockable Fields here. Basically, any locked fields should only be edited via automation, which will prevent accidental edits from people with access to the records. We should be able to lock any and all field types.
FORMS
1. Electronic signature field
It would be fantastic if forms have an option to collect signatures. Currently I get signatures using Tally Forms and a custom automation that attached the image to the image field.
2. Embeddable Forms
Ability to embed forms on external websites. Here how Tally Forms does it.
3. Custom CSS for Forms
If possible have an option to add custom CSS to style the forms to match company branding.
MOBILE
1. Add āFocusā to mobile version
I love the Tape Focus feature and it would be fantastic to have it in the mobile version as part of the tabs.
2. Custom Dashboard Tab
In this feature request I made to add Dashboards in Home/Focus it would allow the option to create a āGlobalā dashboard. Could that dashboard be added as a custom tab in the mobile version? This way we can create a mobile view to whatever specifications we want.
6 Likes
We use calculation fields to display dynamic data and calculate numbers. From time to time, we need to update the calculations (eg. price change or disclaimer wording) -obviously this updates across all previous records.
As is, if we want the data to be static, we need to duplicate the info in the calc field to a text field.
What if we could lock a calc field from further updates?
Eg. If status option == locked // all fields and calculations become static and cannot be edited.
This would be beneficial for pricing updates and allow users to āsaveā records without the worry of them accidentally being updated in the future. This would also help minimize legacy code as organizations grow and update with Tape.
2 Likes
Following on from this not only do I think that a fixed location in the response is important but it would be really useful if all fields were given regardless of a value or not. Some external systems I can think of two that I use that work purely on the position in the array when getting data which means that any change can be a challenge to get around.
This first record doesnāt have any value to field two:
"fields": [
{
"field_id": 459491,
"external_id": "field_one",
"label": "Field One",
"type": "text",
"field_type": "single_text",
"config": {
"label": "Field One",
"slug": "field_one",
"external_id": "field_one",
"show_description": false,
"required": false,
"always_hidden": false,
"hidden_if_empty": false,
"settings": {
"formatted": false
}
},
"values": [
{
"value": "Something in Field One"
}
]
},
{
"field_id": 459493,
"external_id": "field_three",
"label": "Field Three",
"type": "text",
"field_type": "single_text",
"config": {
"label": "Field Three",
"slug": "field_three",
"external_id": "field_three",
"show_description": false,
"required": false,
"always_hidden": false,
"hidden_if_empty": false,
"settings": {
"formatted": false
}
},
"values": [
{
"value": "Something in Field Three"
}
]
},
{
"field_id": 459494,
"external_id": "record_id",
"label": "Record ID",
"type": "number",
"field_type": "number",
"config": {
"label": "Record ID",
"slug": "record_id",
"external_id": "record_id",
"show_description": false,
"required": false,
"always_hidden": false,
"hidden_if_empty": false,
"settings": {
"decimals": 0,
"unit_label": null,
"unit": null
}
},
"values": [
{
"value": 97073435,
"formatted": "97073435"
}
]
},
{
"field_id": 459495,
"external_id": "unique_id",
"label": "Unique ID",
"type": "unique_id",
"field_type": "unique_id",
"config": {
"label": "Unique ID",
"slug": "unique_id",
"external_id": "unique_id",
"show_description": false,
"required": false,
"always_hidden": false,
"hidden_if_empty": false,
"settings": {
"min_digits": 1
}
},
"values": [
{
"value": 1,
"formatted": "1"
}
]
}
],
Therefore field three would be in position [1] but here it has dropped to position [2]:
"fields": [
{
"field_id": 459491,
"external_id": "field_one",
"label": "Field One",
"type": "text",
"field_type": "single_text",
"config": {
"label": "Field One",
"slug": "field_one",
"external_id": "field_one",
"show_description": false,
"required": false,
"always_hidden": false,
"hidden_if_empty": false,
"settings": {
"formatted": false
}
},
"values": [
{
"value": "Something in Field One"
}
]
},
{
"field_id": 459492,
"external_id": "field_two",
"label": "Field Two",
"type": "text",
"field_type": "single_text",
"config": {
"label": "Field Two",
"slug": "field_two",
"external_id": "field_two",
"show_description": false,
"required": false,
"always_hidden": false,
"hidden_if_empty": false,
"settings": {
"formatted": false
}
},
"values": [
{
"value": "Something in Field Two"
}
]
},
{
"field_id": 459493,
"external_id": "field_three",
"label": "Field Three",
"type": "text",
"field_type": "single_text",
"config": {
"label": "Field Three",
"slug": "field_three",
"external_id": "field_three",
"show_description": false,
"required": false,
"always_hidden": false,
"hidden_if_empty": false,
"settings": {
"formatted": false
}
},
"values": [
{
"value": "Something in Field Three"
}
]
},
It would make life a lot easier if the empty field was delivered with the value as null as some forms providers do for empty fields this way the fields array for a record would always be in the same order either when getting a record or when using the application level webhooks.
5 Likes
New to Tape, but excited by what weāve seen so far. Here is my feedbackā¦sorry it long and there is a lot of it as I do not know yet everything that is possible or what is already in the works.
Records
-
I agree with suggestion for the conditional logic; especially for visibility. Ex: only show this field if this other field =, !=, or contains X
-
I also agree with suggestion for view only fields, only editable via automations, forms, or admins. Coming from years of Podio work, we often have issues with users accidentally changes fields they shouldnāt. We also have scenarios where only admin/select users should update fields. EX: time off requests. When submitted they alert management who then reviews the requests and decides to approve or not; if approved additional automations happen. We do not want users approving their own requestsā¦ Another example where it is good to allow forms to be the only thing to edit a field: We send invoicing forms to techs (who are not platform users) to input data about their service call. We do not then want a user to accidentally change # of hours, mileage, or other charges and mess up that techs billing.
-
Ability to see and revert changes users have made (similar to Podio Activity feed). If you have a lot of users, and someone makes a mistake, it is great to see where/when an issue happened and fix that issue. NOTE, revisions should NOT revert every change that happened since that change, but only that one offending change. OR at least to see the changes that happened and what the values were before so they can be manually changed back. Tried to imbed screenshots from Podio revisions but wouldnāt let me.
Forms
I use forms a LOT and here are my biggest uses and frustrations with other platforms
-
Send forms to external users that have any of their data pre-filled. Like Name, email, phone, address, payment amount, description of services, etc. and have submissions automatically update their record of changes or new data entered.
-
Select whichever fields you want displayed and rearrange the order of them. This is nice as you might have one way you want it ordered that makes most sense for the team when editing the record. But in the form sent to an external person it might make more sense for them to see the fields in a different order. For example, the team may not need ready access to the contact information and instead see important data to move the project forward. But the external user should see the contact info right at the top to ensure it is correct.
-
Have that prefilled data either editable or NOT editable. If a client is receiving a form and they see the phone number is bad we want them to edit that. However if we then send the job information to a tech we do not want them editing the clientās information.
-
Turn on auto-saving, so that if we send a prefilled form, it will auto-save any updates made. We often have lengthy forms for people to fill out, especially on a job site. They might fill it out a little at a time while they are working, so it would be incredible to have an auto-save function that updates the record live or at least a āSaveā button
-
Have option to create multiple pages for long forms with some type of indicator of completion level or page X/Y so they know where they are in the process.
-
Ability to group fields into a section; helps with next request, and the look of the form.
-
Conditional visibility so you can show/hide fields or entire sections based on how another field is filled out. Great for selection or number fields.
-
Ability to make fields in the form required or not even if it doesnāt match the requirement setting in the record. So for example the phone field may not be required in the actual record, but if we send out a form, we might want to require they provide a phone number.
-
Show fields that might be hidden in the record. This is very useful for having selections trigger automations, but are not things the team needs to see, like agreements.
-
Change the wording of the field names in the form, so they may not match the field name in the record. This is extremely useful when sending a client a form to gather more information so that you can make the field a full and understandable question as opposed to just a couple short words that youād have for the team in the record. Example: in the record for the team the field name might just be 6mo Goal. But in the form youād want to say: What revenue would you like to have in 6 months?
-
Would be AMAZING to be able to have more than 1 form for an app/record.
For example someone fills out a basic name and email form online to get more information. That form creates a record. Then someone calls to follow up and get more information. They also have a form with the name and email, but also has additional fields of what is desired to find out on the discovery callā¦this is helpful so they donāt have to deal with all the fields of a full record and focus just on the follow up information. OR the potential client is then sent a thank you for your time email and a link to a form with all the information they gave and the follow up questions so they can start providing additional information before a team member follows up. Both of the later forms would then just update the record created by the original form. -
Ability to display clickable links in the form that are present in the recordā¦these could either be from editable fields or calculation fieldsā¦showing calc fields would be awesome.
-
Option to display a message or redirect to a URL on submission or save.
-
Conditional logic on submission, so that depending on certain answers they could be shown/taken to different thank you/confirmations.
-
Calculation fields IN the form would be outstanding! For example if someone is submitting a repair request or applying for a loan, at the bottom of the section there is a calc adding up all the amounts they are entering for that section so they can see exactly what is being looked at in their account. OR if sending to a service person and they are inputting their expenses it automatically adds up the total they will be invoicing, so they donāt have to do it manually. Example in cognitoforms shown below.
-
Ability to pull in nested dataā¦data from other app records that are linked to the current record. EX: you have a Project app that has a related app field to Clients, Invoices, and Techs. If you create a form from the Project app it would be great to be able to add fields from one of the other related apps. So that when you send it out they can either see or update the Contact details, or the invoice total. So that when submitted it will not only update the Project record, but also the fields in the related apps.
This would ALSO be great for blank forms to create a new Project record, it could at the same time create a record with all the related Client data.
5 Likes
Hi @rpcvJenna,
first of all a very warm welcome to the Tape community ā weāre really happy to have you here! 
Thank you so much for your detailed feedback and insights from real use cases on the new Record and especially regarding the planned Forms. Thatās incredibly valuable for us, and weāll do our best to include all your points in the planned features. Weāll get in touch if we have any further questions.
Big thanks again, and have a great weekend!
Best
Leo
Hi all!!!
This is so nice to see posts like this one!!! 
Let me throw some ideas from different angles and areas. Also please forgive me if some of the things I mention can already be well implemented with the current state of Tape (I am still learning the ins and outs of it 
). Please have in mind that these are not in any particular order.
NUMBER FIELD CHANGE:
Have the option to choose the French decimal numbers(https://french.kwiziq.com/revision/grammar/how-to-write-decimal-numbers-in-french). This is a subtle change but could be a game changer. Basically this could be the difference between using this field or not, forcing to search a workaround, especially for billing purposes and financial calculations (that others will see). To be more precise, this is the ability to show this: 2.000.000ā¬ or 2.000.000,34ā¬ instead of 2,000,000ā¬ or 2,000,000.34ā¬.
BUTTON:
It would maybe be helpful to be able to add a ābuttonā field so we can add some automations when clicked (in the future with mobile maybe also some haptic functions or long press functionality). I know we can build automations on top of single select fields and use them as buttons, but a simple button with functionality could simplify and open a world of triggering options. Maybe some styling or customization would be helpful if built.
All this is especially relevant in mobile where we canāt change a single select field.
CALL BUTTON:
Please make the phone field a trigger we can use. I know we can try a workaround using this calculation links with call-to but a āsimpleā trigger option to choose in this phone field would be so helpful. Especially when on the go, where you have a mobile button already in place but it cannot be chosen as a trigger.
Also this could well be used together with the previous button idea because you already have a button in mobile for these fields. So maybe some synergies can be built combining things here.
MOBILE PHOTO BUTTON:
Simply copy/allow the implementation of the ātake a pictureā button already present in the comment section in mobile to be included in the file field or somehow (maybe as a standalone button that only shows in devices with viewport smaller than x) in the rest of the mobile outside the comments area.
FOLDABLE SECTIONS:
It would be very useful to have a āfoldableā section option to create foldable sections where we could include some fields. Then this foldable section could be opened or not by default or even conditionally opened if certain conditions are met. A good example (and nice in terms of design and customization) are Obsidianās callouts: Callouts - Obsidian Help. These callouts can be opened or closed by design (simply adding + or - when creating these) and can be hugely customised applying css styles. But here really I just wanted to highlight the āfoldable section with fieldsā functionality. Maybe a simpler idea less styled that also matches this are the Headings Basic formatting syntax - Obsidian Help. These could be similar to the Focus foldable headings but with a section and being able to include fields.
If built, there are a ton of more advanced uses like the creation of a foldable section with certain fields if some condition is met. For example, imagine a very long record with a ton of fields that could all be folded except the ones at the bottom if the status or predefined state is āend of processā. Another similar example would be to fold some fields when progression is made so some fields are being included in some foldable and folded sections.
Note: in the callouts link you wonāt see the opened by default ones but you truly can do this and the callout is directly opened with the option to close it manually. Also these callouts can serve to style or bring color to the background of a section or set of fields if needed. Although I am not sure of the design-cohesion implications of that last point.
SIMPLE DIVIDER:
I know we can build whatever we want with a calculation field but sometimes a simple divider field would be so handy. Also this possibly would reduce load for something as simple as this (instead of a calculation or several each time a record is opened). For example to be able to set the margins (up-down and maybe left right if some column feature come is added to records) and also maybe a line with the height and width (and even color although black is nice).
EMBED VIEW IN RECORD:
Sometimes it would be helpful to show information of some other Tape record/records inside a record.
Also be able to automate this embed would be nice.
GO BACK BUTTON IN PC:
It would be nice to have kind of a button to navigate back in the pc Tape version. I mean something super simple like the mobile version way of navigating related records with the simple back tick on the top left.
TEMPLATES IN AUTOMATION:
It would be very nice to be able to choose from templates in the automations.
PORTALS/LITTLE FORMS FOR CLIENT UPLOADS:
It would be nice to be able to have a simple portal where clients could upload their files simply. A lot has already been mentioned regarding forms in general, but the ability to create a portal for them to upload and maybe update files would be nice. It would be nice to have partial submissions (as they call it in tally.so) so they can upload certain files and not need to upload everything at once (similar to some already āsavingā features mentioned for forms).
Here are some nice extras for these portals:
- Preset link expiry dates.
- Creation on automation.
- Set password if needed.
- Logging visibility to know if they accessed and when.
- Automation to remove the link (when project is done link is removed).
PASSWORD PROTECTED SHARE OF SOME FIELDS:
This is similar to the functionality just described where we would be able to create a link of a selection of fields (of some files for example) and share these through a password protected link. All the extras apply as well here.
NOTIFICATIONS WITH ACTIONS (ESPECIALLY FOR MOBILE):
Options, buttons, https calls, etc. This would open a ton of automation options.
NOTIFICATIONS WITH FILES ENCLOSED OR LINKS (ESPECIALLY FOR MOBILE):
Think about an image or a link of an important file.
NOTIFICATION CUSTOMIZATION:
Maybe the option to customise the notification differently for mobile or devices which width is smaller than x.
GENERAL ON-THE-GO WORK EXPERIENCE UPGRADING:
Here I am simply saying that every on-the-go work experience upgrade is super welcome.
THE FOLLOWING COMMENTS ARE RELATED TO THE ABOVE INFO, RECORDS AND WEB FORMS.
WHEN CREATING PDFS IN AUTOMATION THESE WOULD BE SO HELPFUL:
- Allow two image superposition in a pdf and also text superposition in an image.
- Allow certain elements to not have margins in pdf.
- Table align not text in pdf. Currently this only applies to text.
- How to display a map in pdf? I am not sure this is possible in a simple way here (I thought about iframe but didnāt find a simple solution).
DOC AUTOMATED CREATION:
I mean Doc or docx creation like the create a pdf automation. It would be amazing to be able to create a docx directly using an automation kind of the build the pdf but for the doc or docx type of files. This could be super useful, and maybe to accelerate things you could make use of the Onlyoffice extensive offering. They have many open-source products (although donāt know if the licenses are applicable in this case) that could give you a good head start.
Also similarly this could be applied to .txt files.
SIGNATURE HEADSTART:
Just in case this helps, if you want to build something related to Signatures, it may be of use as a good starting point to check this open-source solution that is being developed (but already includes many many features): GitHub - OpenSignLabs/OpenSign: š„ The free & Open Source DocuSign alternative. Although as stated previously you would have to check the licenses.
Sorry for the length of the reply and thanks for reading this long. 
6 Likes
*I forgot to enclose the examples I prepared to better see the foldable section concept. Also let me add some more comments.
Examples foldable section:
Heading style
Callout style
ENLARGE/CHANGE SIZE OF THE RECORD WINDOW:
Please consider being able to enlarge, full screen or resize the Records window (especially in PC).
ACTIVITY SECTION FOLDING:
Sometimes it would be useful to simply focus on the record and fold everything including the activity. This is kind of the same as closing the sidebar but for activity.
POTENTIAL SIDE BY SIDE/TILING RECORDS LAYOUT:
It could be nice to be able to have another record or app or view on the side while editing a record. Here there are many options, design consistency aside, there could be tabs, tiling, simply side by side and/or size rearranging.
Further into the feature if this is implemented there could be set by default āviewsā or āsetupsā for some given records/apps. Even these could be automated.
Side-by-side
Rearrangement
Tiling
POTENTIAL OPEN IN ANOTHER WINDOW FOR RECORD/APP:
Another useful option could be to simply open a record or an app in another window from a wrench icon or kind of contextual menu. Just like a pop-up to quickly open it.
Please note that in these two āpotentialā comments one key concept is āhaving the option toā (not forcing) simply having the option to customize a bit more the interface. Also consider that this may or may not be useful, simple/intuitive enough for the UX or design consistent.
Many thanks for your extra attention.
3 Likes
Let me please add a quick additional one.
SHOW/HIDE APPS
It would be amazing to have a simple option to hide apps just to keep the interface neat and to the point at any given moment. Sometimes there may be some āsupportā or extra apps that could be meant to support processes or ease things up in other apps. So to hide those would be very nice. This could help to focus more and save some time when there are lots of apps.
This could be achieved in the form of menu+submenu to avoid cluttering the first contextual menu when hiding lots of apps.
The functionality could be something like this (please note the buttons hide/show included in the menus):
- Hide option in Appās first contextual menu.
- Show option in top-right menu.
- Then this opens a submenu with the hidden apps for us to show them.
This could also be included in many other places (also with toggles if preferred), this is just a quick idea.
1) Appās first contextual menu
2) Top-right menu
1 Like
Many really good ideas here!!!
I want to point out only (additionally) four:
-
The representation of linked records. Would be good, if I could design the linked field like a little canvas. It would make things so much easier and reduce the need to a lot of calculation fields. Also the data structure can be improved by it.
-
Not sure if its related to the redesign, but if you allow a record based rights concept which can also be handled via automation, this would open up so many self service apps within a company, which currently is only possible with time consuming and not perfect workarounds.
-
calculation with e.g. today().
-
merging records function - as duplicates canāt really be prevented all the time. This would need to link relink inbound and outbound connections. Some systems create a new entry and delete the old two (e.g. Nethunt) others merge one into the other (e.g. Mautic). I would prefer the second option.
Thanks for the work!
4 Likes
OMG!!! I only learned of Tape recently and am already planning my move over from the train-wreck Podio has sadly become. I cannot believe what Iām seeing here. This is very exciting. These are amazing ideas. SO VERY REFRESHING to see so much engagement and ideas, and a developer that cares and actively building out a killer platform. I cannot wait to move over. Thank you Tapeā¦ I was beginning to lose hope I wouldnāt find a Podio replacement!!! - Scott A.
3 Likes
Most everyone here has a similar story. It feels like the Twilight Zone having a dev team who actively listens and asks for feedback. Iāve been here for a long while now and I can say that Tim, Leo, Stefan and the rest of the team are consistently making the platform better based on the community needs/wants.
3 Likes
1 - would be great to have the ability to sign docs electronically and have an audit trail like HelloSign (now DropBox Sign) or any other equivalent. a lot of time is wasted currently generating the doc in Podio, downloading, dragging it over to the DB Sign and setting up evey single page with initials at the bottom for landlords and tenants to sign, then signature and dates at the bottom. We have to do that TWICE for every document as we donāt want to share the landlordās email info with the tenantā¦ so Tenant signs first, then we set the doc up a 2nd time for the landlord. Would be great to automate this.
2 - I logged this one as a bug, but maybe it should have been a feature request Shift to multi-select check boxes in table view - #3 by ScottA. ā¦when in list view, would be great to being able to click a checkbox on the left hand side of a table of lots of items, then be able to go down multiple items, hold shift, and click another checkbox to check all the boxes in between the two checked ones. Itās a fast way to check 10, 20 or more items you want to edit/deleteā¦ vs checking each and every one separately. which is how it is nowā¦ and its painstakingly slow. See the image in the link above. Weāre using Tape for all our inbound emailā¦ and sometimes you just need to delete 20 items in a single whack!
3 - the ability to open two items on one screen. Often times I am writing notes in one item, but need another item open to reference some information. When at my office I have multiple screensā¦ but when traveling this is nearly impossible on a laptop. The other possible way to do this would be to give us the ability to close the activity/comments sidebar for more space, so we can open a 2nd item in a 2nd browser window and put the two items up side by side on the same screen.
4 - AND THIS IS A BIG ONEā¦ A complete accounting package complete with ACH transactional ability for both inbound and outbound payments, reporting, etc. (I would love to put a bullet in our $ gouging QuickBooks bloat-ware!!!) Iāve thought this throughā¦ and its completely doable on your platformā¦ It could also be another revenue stream as well for Tape for an accounting module add-on and a small fee for all inbound / outbound ACH transactions. I would KILL to have this feature baked into Tape and to finally have ALL our business operations in ONE platform. 
Iām available for questionsā¦ beta testing, etc. 
Thanks - keep making Tape awesomeā¦ loving it!!
1 Like
Hi all,
Let me please add an additional idea I thought I already included but I couldnāt find it now reading again.
SHOW/HIDE FIELDS FOR MOBILE/PC + CONDITIONAL
It would be very nice to be able to set shown or hidden fields depending on the viewport or on the device. This could be a āsimpleā latch option when configuring a field much like the ones we already have for hidden if empty or always hidden, but maybe like āhidden for mobileā. This would allow to show the information in a certain way in PC and/or mobile. In a similar way, a hidden in PC latch option could help to have some fields in mobile dedicated to directly enter information in Tape that are later hidden in PC. These could also be instead two latches show in PC and show in mobile.
Then if possible it would be awesome to ācomplicate it a bit moreā by being able to conditionally show or hide in mobile and/or pc. This connects to some conditional logic in fields in general so this could replicate a show/hide fields based on conditions feature but based on the condition of using certain device.
By the way, for the 1st mention by @ScottA you could take a look at GitHub - OpenSignLabs/OpenSign: š„ The free & Open Source DocuSign alternative (checking the licenses) to have an starting point.
Thanks.
R.J.
1 Like
Thanks @R.J - I saw that in your comments above. That would be something I would need someone else to buildā¦ Thatās above my head. But its great to know it exists if ever we go that route down the road. Weāre not even migrated over to Tape yetā¦ .just laying the ground work, getting to know the community etc. Thanks!
1 Like
Hi @ScottA,
Youāre very welcome! This āyou could take a look atā was just a reference addressed to Tapeās team though. I wish you all the best for your transition. Thanks.
1 Like
Iām over here thinking about the conditional display for mobile view on fields.
This may be fairly straightforward using a user agent query.
You could have a toggle on all fields with the following options (default to both)
Display: [Mobile | Desktop | Both]
I can think of a few use cases for this, along with conditional logic as well.
2 Likes
Hi John,
Thanks for adding to this.
Sure, user agent could be used as well. For the toggle, I actually went with this āhidden routeā since there are already some āhide togglesā in place. But both ways serve the purpose really, so nice also.
I believe there are many nice use cases for this. And adding conditional logic on top could be the cherry on the pie.
Thanks.
R.J.