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Question

Question

Create Single Form for Invoice Approval

asked on May 15, 2018

I am working with one of our customers to help them with their AP Process.  The first part of the process is straightforward, simply submitting the invoice to the right people for approval and then on to accounting.  However, before accounting pays all of the invoices submitted for the week, they generally send them to a couple of folks on the Sr. Team for a final review and approval.  There could be lots of invoices for these folks to approve and in the paper process, they just took them a stack of invoices and the checks to sign.   Trying to make this totally paperless, we want to send them a report to review and approve.  Since all of the data from the submitted invoices needed for the report was placed in an SQL table, we can do a lookup to get all the data and prepopulate a table.  Then use a javascript to create a webaccess link to the document in case they want to review the actual invoice. 

 

Here is the question, instead of making the data look like a table of boxes in forms, is there a way to do it as an HTML table of data that looks like this?   

 ​​​​​

Instead of this:

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Replies

replied on May 15, 2018 Show version history

The short answer is yes, but it will take some work. Assign custom CSS classes to your table and/or table fields, then use the CSS/JavaScript tab to start applying your own style settings.

With the right CSS you can override the default styling and make it look just about however you want.

TIP: If it ever seems to be ignoring your custom CSS, try adding !important or adjusting your selectors to make sure other styling is not getting a higher priority.

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