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Help with Form: Pending form based on work being completed.

Forms Laserfiche
Updated August 16, 2016
posted on August 15, 2016

We are trying to tackle a vital form within our paperless system and I would love some advice or suggestions how to better what we currently have in place or insight into how someone has tackled something similar.

 

Simply, we have a form that is initiated by a user and they must detail  the physical work being carried out as a matter of reporting. (paint job, work up a ladder, electrical work). This currently is 2/3 of the form, the other 1/3 is post work checks and signatures which I have hidden with Java and CSS.

 

Once they submit the form detailing the work to be completed for the job, I have assigned the task back to the same individual where the form remains 'pending' in the their task list. The form at this stage in the process now shows the previously hidden 1/3 of the form. In the workplace the individual leaves their desktop/mobile and actually completes the physical work. When done they revisit the pending form and finish the remaining section of the form before it is closed out.

 

I hope the above is clear and is being approached the best way possible. Any and all advice would be appreciated especially if someone has done something similar.

Thanks

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replied on August 15, 2016

Instead of having the two sections in one form and using JavaScript/CSS, I would create a second form, called Post-Work Checks Form, and have the post-work checks and signatures in there. The Post-Work Checks Form could also have the data from the first form as static text inside a custom HTML field at the top. Then you assign the starting form to the Start event and the Post-Work Checks Form to the user task, the latter of which you can then store in the repository.

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replied on August 16, 2016

Hi Ege,

 

From the beginning of us setting up a paperless system for our organisation we have tried to avoid having two LF forms replace our one paper based form used previously. I think we are now seeing how we could benefit from doing this however so thank you.

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