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Discussion

[FEATURE REQUEST] - Repository document displayed to right or left of Form

posted on February 26, 2023

Hi all,

We would love to be able to add a Forms element to the right or left of a set of fields - which was an iFrame into which we could show an entry from the repository.

The use-case:

  1. A document (usually an invoice) arives in the repository and invokes a Forms Process (usually an approval flow). One of the variables we push to the Form process would be the entry ID or a fully formed web URL of the document.
  2. Users want to show the document to the right or left of the informational and action fields they are working on - to maximise screen real estate.
  3. If possible - the ability to 'detach' the window so it becomes floating would be great too - so they can move the image around or to another screen.

 

We already use iFrames to put the invoice on the page, but 'natively' it has to be above or below a set of fields. Trying to use code to manipulate the position of the iFrame never really results in what we want either.

Even just the ability to put a custom HTML element on the right or left of a Form page would work - so long as we had controls around height and so on - i.e. being able to use two 'sides' to a page - one just one big HTML element (for the iFrame), and the other the current 'Forms page'.

Thanks.

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replied on February 27, 2023

If you changed your paradigm a bit, you can accomplish this with Web Client and assigning your form on a tab in the metadata pane.

 

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replied on February 27, 2023

Thanks Craig, and indeed. We've done that for other clients. 

The difference of course is whether Forms is the 'front end'. In this case we want users to manage their work from their Forms My Tasks or Team Tasks inboxes, so that means you can't do it the Web Client way. 

It can also be a bit fiddly in practice to use Forms within a Custom Tab.

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