Feature Request: Auto-Select and Indicate Current Table for Proposals
Summary:
Enable proposal templates to define a “current table” that is automatically selected when a new proposal is created, clearly indicate which table is currently in use within proposal properties, and warn users at submission time if the proposal is not using the current table. This streamlines workflows for organizations that always rely on the designated current table.
Problem Statement:
Today, users must manually select the correct table for each new proposal, even when a “current” or standard table is consistently used. The system does not clearly indicate which table is considered current when users are choosing from the list in proposal properties, nor does it alert them if they attempt to submit a proposal that is not using the current table. This leads to extra, repetitive setup work and increases the risk of proposals being submitted with the wrong table configuration.
Proposed Solution:
Allow proposal templates to store and define a “current table” setting.
When a new proposal is created from a template, automatically select the template’s current table as the proposal’s table.
In the proposal properties UI, visually highlight or label the current table in the list so users can easily see which one is designated as current.
On proposal submission, if the proposal is not using the current table, display a warning message similar to the behavior used in CE reports, prompting the user to confirm or switch to the current table.
Provide an administrative or configuration interface to manage and update which table is marked as current for each relevant template or context.
Benefits:
Reduces repetitive manual work by auto-selecting the correct table for new proposals.
Decreases the risk of proposals being submitted with an incorrect or outdated table.
Improves clarity for users by clearly indicating the current table in the selection list.
Aligns behavior with familiar patterns from CE reports, reducing training needs and confusion.
Enhances efficiency and consistency for organizations that always expect the current table to be used in proposals.