Question

Consolidated print-friendly form - best solution.

Forms

Updated November 1, 2016

asked on October 31, 2016

Our clients must complete a permit to work form, detailing various and very important safety related checks before carrying out work. The form includes a long list of instructions and a host of other information which must be simply read and understood.

Now once a user has filled out a form and hit 'Begin Work' (our submit button) the page presents them with the 'Thank you Message' feature. We have done this because the form must be printed and placed at the place of work, so all work mates know work is being carried out on that machinery or place.

There is some frustration however with our 'paperless' system because when printed is can be up to 8 pages of paper.

Could someone point me in the direction where I could take the important data on the initial submission and populate that information into a 'lite' print friendly one page document for our clients?

I have been scratching my head regarding how to tackle this but I know 100% it could be achieved!

Any and all help is greatly appreciated.

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Replies

replied on October 31, 2016

What I would do is create a PDF Form with fields that can be filled out, this way you can get only the information that you need. In Workflow, you can then retrieve the PDF and fill out the fields from the Forms process.

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replied on November 1, 2016 • Show version history

Instead of showing the submitted form, you can just show the thank you message only and only add the variables that contains the important data in the thank you message and print the thank you page

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replied on November 1, 2016

Hi Xiuhong,

This sounds like a possible solution which I think could work. How would I go about printing only the 'Thank You Message', because if you see my screenshots I am only presented with the form? (I am using Google Chrome BTW). I cannot see the Thank You Message?

Thanks

Print.JPG (65.52 KB)

| Download

Print 2.JPG (119.98 KB)

| Download

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replied on November 1, 2016 • Show version history

You should uncheck the "show submitted form" from message start event and add the variables in the thank you message. And add a customize print button in the thank you message with following code:

<button id="sub-print-btn" style="margin:0 4px" class="btn btn-default submission-summary-btn pull-left" onclick="window.print()">Print</button>

The only issue is that there will be print button appear on the printed file as well. If you don't want the print button, then you can just ask user to use the print action provided by the browser.

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replied on November 1, 2016

Xiuhong,

This is great thank you! I will do some trials with what you have provided above.

Thank you so much for your help! :)

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Consolidated print-friendly form - best solution.

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