When you ‘File in Project’ an email from Outlook, then select ‘File in: Another project location’, the list appears to show all items (action items, submittals, RFIs, etc.) in the project that an email could be associated with.  Although I’m currently working only on very small projects, I am already getting a little frustrated with the presence on this list of items which have been closed / completed for a while.  I have not found a way to adjust what items show in this list.

It would be helpful if there were, for example, a checkbox to ‘Show all items’; otherwise, it would show only open items (and perhaps those closed within the past week or so, to allow time for filing emails).

(Also, it is not clear what the order is for the items in the drop-down: how recently they were filed-to?  That helps a little with my issue, but it also means that once you have a long list, it could be nearly impossible to find a less-recently accessed item.  Perhaps there also needs to be a set of radio buttons for the type(s) of items to display, with ‘All types’ the default, but giving the option to only show a specific item type.)

Hi Michael,

The list beside the File in: Another project item is created any time an item (action item, submittal, RFI) is created or modified (including filing an email).  If the items in that list aren’t what you are looking for, then you can select the ... button to the right of the list.  That will give you the option to select any item in the project to file the email to.

Marge

Marge,

I had not realized that there was access to all of the action items, etc., through the ‘...’ button—I thought it was just the file folders.  That’s helpful to know. 

However, that’s not what I was suggesting.  Since all Action Items / RFIs / etc. are available through the ‘...’ button, why do closed items need to appear on the initial ‘Another project location’ drop-down?  It seems like the initial drop-down should be a quick and easy way to select from a list of open items only, rather than having the list cluttered by items that have been closed for a while.

As I noted before, I’ve only filed-to-items on two small projects, so I don’t know what happens when you have filed-to several hundred RFIs on a project.  Do they all show up in the initial drop-down list?  If not, when do they leave the list?

I would like to see the following improvements to the ‘Another project location’ option:

—On the initial ‘Another project location’ drop-down list, by default include all open action items, RFIs, submittals, etc.  Include *only* open items.

—After clicking on ‘...’, on the Submittals or RFIs windows, add a checkbox for ‘Open Submittals Only’ and ‘Open RFIs Only’, as for the Action Items.

Hi Michael, We will be addressing this suggestion in 7th edition. In 7th edition, each list will have the same categories that are used in the activity centers and they will default to showing only open items. For example, Action Items will default to ‘All Open Action Items’ and only those action items will be shown in the list. If you need to find a closed action item you’ll be able to choose the ‘All Closed Action Items’ category or simply choose the ‘All Action Items’ category.
Thanks for posting,
Chad

Also once you press the “...” the ‘up’ arrow does not appear to work next to the ’File in: Another project location’ you have to go to the top (root) of the list and then find your way back down again. This is a little time consuming and annoying especially since it is standard in the OS and that an up arrow is greyed out in Newforma.

Please tell me if I am doing something wrong here.

Thanks,

In response to the question about using the up arrow to navigate the Project Folder structure available when you select the ... button to file in another location, I tested this in my copy of the 6th Edition client and it is working.  The only time the up arrow is disabled is if you are at the top level folder of the Project Folder hierarchy. If you are still experiencing problems, please contact support at .(JavaScript must be enabled to view this email address).

Marge