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Feature Idea - Forms "Document" Component/Editor

posted on February 22, 2023 Show version history

For the past several months, I've been working on an application project that had to exist as an entirely standalone product, which meant I couldn't use Forms and resulted in my having to build my own simplified form designer.

However, because this process is focused on generating documents for electronic signature, one thing I did differently was to include a separate "Document" editor to further distinguish between the "web form" and the resulting document output.

Having spent a lot of time in LF Forms building separate forms for the sole purpose of storing things in the desired layout/format (and fighting with all the styling that really only applies to the web form) I found it quite helpful to have that extra layer of separation.

As a result, I think Laserfiche Forms could benefit from an optional "Document" component that could be used specifically for things like Save to Repository, Email attachments etc. because that would provide a way to take the input from our forms and convert that into a nicely formatted document without the overhead associated with a web form or having to rely on more cumbersome solutions like fillable PDF/Word templates.

The overall concept is not all that different from what we can already do in Forms, it just introduces a dedicated option for a "Document" designer that isn't bound by any of things that make web forms user-friendly but may be less desirable in a PDF.

To "bridge the gap" with regard to things you might actually want displayed as a field like checkboxes and radio buttons, I included a tag group called "fieldset" which supplements the "dataset" variables and renders the actual input elements.

I also included the option to add multiple "content" objects to the document editor, which can be used for things like isolating page numbering or generating multiple PDFs from a single form.

I don't know if this is something that would be as useful to other people but having done a lot of Forms-to-PDF document projects over the years, it can be quite the hassle to get things to render the way you want and I never much liked having to include a separate form that someone could mistakenly use in a user task.

Personally, I think it would be pretty handy to be able to design our document(s) in a more specialized interface separate from the web forms used to capture the data.

 

Web Form Layout Editor

Rendered Web Form

Document Content

Document Content Editor

Rendered Document (PDF)

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replied on February 24, 2023

Jason’s over here in 2123 when the rest of us are still in 2023.

This is a cool idea!

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