# Roadmap

What was, what is and what comes next

## In Planung

- **Reporting**: Analyses of applications, statuses, tags, and processing times directly in the platform.
- **Form Wizard for Applicants**: Guided questionnaire in the portal that suggests the right application template.
- **Usage Metrics per Organization**: Insight into applications, active users, and storage consumption directly in the workspace.
- **Portal Customization for Organizations**: Configure the logo, colors, text, and structure of the public application page yourself.

## In Entwicklung

- **Formular-Baukasten**: Build and adjust forms yourself, with every field type, section and condition, and no detour through us.
- **Work on an application together**: Several people work on one application at the same time: with invitations, a live view of who is writing where, and a full history.
- **Organise applications in folders**: File applications in folders and subfolders, with their own permissions and a warning before a folder is deleted.
- **Sign in with edu-ID and AGOV**: Sign in through existing university and government accounts, connected via Keycloak, with no extra password.

## Released

- **Application Statuses with Checklists**: Reusable checklists per application status for consistent processing.
- **Status Management with Archiving**: Archive statuses and checklists instead of deleting them.
- **New Public Application Portal**: Card layout, full-width view, and rich-text labels for applicants.
- **Scheduled Form Visibility**: Open and close forms automatically at scheduled times.
- **Fundabot, the AI Assistant for Your Application Data**: Query application data in natural language, with source citations in DE/FR/EN.
- **Full Multilingual Support DE / FR / EN**: Workspace, statuses, email templates, and portal in three languages.
- **Voting Export per Application and per Survey**: Export voting results as detailed or matrix CSV.
- **PDF Export Including Images & Attachments**: Application PDFs with embedded images and file attachments.
- **Chatbot Analytics for Administrators**: KPIs on usage, feedback, and unanswered questions for the AI assistant.
- **Public Status Page**: /status shows live the reachability of database, AI services, and app.
- **Public Handbook (docs.fundament-app)**: Searchable documentation in DE/FR/EN covering all features of the app.
- **Batch Actions for Applications**: Edit statuses, tags, and emails for many applications at once.
- **Configurable Reply-To Addresses**: Replies to system emails land in your organization's inbox.
- **Automations with Triggers, Conditions, and Actions**: Trigger emails, status changes, and form sections automatically when conditions are met.
- **Two-Factor Authentication (2FA)**: Add 2FA as an extra layer of account security.
- **Repeater Fields with Validation & Inheritance**: Multi-row sections with validation and value inheritance between form parts.
- **Internal Fields**: Rating and note fields for reviewers only, also usable as email variables.
- **Custom Application Statuses per Form**: Freely definable status labels, order, and colors per form.
- **Application Dashboard for Applicants**: Overview of all your own applications with statuses in the portal.
- **Export Presets**: Save and reuse column selections for CSV/PDF exports.
- **Tag Statistics for Applications**: A dashboard showing the most-used tags and their distribution across applications.
- **Pinned Comments**: Important comments stay visible at the top of the application discussion.
- **Conditional Fields in Forms**: Show or hide fields based on previous answers.
- **Filter Presets for Application Lists**: Save filter combinations and restore them with one click.
- **Automatic Confirmation Emails**: Notifications on submission, status change, and further actions with configurable templates.
- **Platform Modernization**: Current framework versions, new infrastructure, and hardened tenant isolation for more speed and availability.
- **Address Book for Central Contact Management**: All staff and applicants in one place, searchable with detail views for groups, applications, and email history.
- **User Groups & Custom Group Types**: Group applicants together, with custom fields per group type.
- **New area: Finances**: Create budgets, record approvals and payments and tie them to applications. With analyses of utilisation and payment history, CSV export and a warning before a budget is exceeded.
- **Modules bookable per organisation**: Functional areas such as Finances or the AI portal can be switched on for a single organisation.
- **Sign in with one click**: Magic links now work with a single click, even when an email scanner opens the link beforehand.
- **Confirmation message per form**: The confirmation shown after submitting can be worded separately for each form.
- **PDF summary per form**: Whether applicants receive a PDF summary after submitting is set per form.
- **The first commit**: On 19 March 2023 a commit with the message «a brand new life» opens the repository. Sign-in, data model and skeleton follow within two weeks.
- **Organisations, forms, applications**: The core model is in place: organisations with teams and roles, forms, incoming applications and the people behind them.
- **Attachments on an application**: Files and logos live in protected storage, with permissions per organisation.
- **A dashboard with charts**: First figures on forms and submissions, charted on the app's home screen.
- **CSV export of the application list**: The filtered list leaves the app as a CSV file.
- **Queries and email templates**: Comments on an application, plus templates for the messages sent to applicants.
- **Comments on an application**: Your team discusses an application on the application itself, not in a separate mail thread.
- **A status per application**: Every application carries a status, visible in the list and on the application itself.
- **A history of every change**: Who changed what and when appears as a timeline on the application.
- **Archiving applications**: Closed applications leave the working list without being deleted.
- **A portal for applicants**: Applicants submit through the organisation's own portal and follow their applications there.
- **First organisation in production**: Version 1.0 goes into service with the first organisation.
- **Asking for single fields again**: Your team asks for individual fields to be revised, applicants complete exactly those and submit again.
- **Your own sending address**: Each organisation sends through its own mail server, with the credentials stored encrypted.
- **PDF export of an application**: An application as a PDF, with every field and the list of its files.
- **Tags for applications**: Freely assigned labels you can filter by.
- **Team invitations by link**: New members join the organisation through an invitation link.
- **Voting**: Committees vote on applications by link, without an account of their own.
- **French added**: The app speaks French alongside German.
- **AI summaries**: A long application as a short summary, plus suggested tags.
- **Custom columns in the application list**: Your team adds columns from the form to the list and hides what it does not need.
- **Server-side lists for large volumes**: Applications, people and groups load page by page, even at several thousand entries.
- **Internal application numbers**: Every application receives a running number of your organisation, independent of the form.
- **File preview in the application**: Attachments can be viewed right in the file, with no download.
- **Excel export**: Alongside CSV and PDF, the list leaves the app as an Excel file too.
- **Application list per form**: A switch above the list shows only the applications of one form, with that form's columns.
- **Sign-in with a one-time code**: The login link gives way to a code, so mail security filters cannot use it up first.
- **Sent emails in the history**: Every message sent from Fundament appears in the application's history, as it arrived.
- **Images in the PDF export**: Attached images are embedded in an application's PDF instead of only being linked.

## Missing a feature?

Send it to us through our feature request form.

[Feature-Request erstellen](https://forms.monday.com/forms/00446e1ce6da76b2aa115844f75679e3?r=euc1)
