You are viewing limited content. For full access, please sign in.

Question

Question

Send PDF back to Forms

asked on April 17, 2023

I am trying to figure out a way for someone to fill out a form (lf Form) and then have a workflow fill out the PDF, but then I need the PDF to be sent back to the form so the user can double check that the information given was correct before they continue in the forms process.  I have the first 2 parts working just fine, I just need to figure out a way to send the PDF back to the forms process for the user to be able to display it and double check it.

Thanks for any ideas on this, it's been driving me crazy.

0 0

Replies

replied on April 17, 2023

Hi Erik, since Workflow is creating the PDF then I assume the PDF is in the repository. In that case, I would have Workflow send the Laserfiche URL of the PDF back to a field in the Form and have it dosplay in an iFrame in your form. Typically I create a Field on the Form call WebURL that I send the URL to, and then in the Form I create a Custom HTML field with the following code on the HTML tab.<iframe id="myframe" src="{/dataset/WebURL}" width="100%" height="600px"></iframe>. This will display the document in the iframe when the task is opned for review. I also make my form double-wide and display the iframe on one side and the form content on the other for review.I find putting the 2 side's in sections is the best way to accomplish this easiest

1 0
replied on April 18, 2023

Thanks Blake, that is basically the route I am taking now.  Way more steps but it should alleviate some of the headaches we are having with our external users.

1 0
replied on April 18, 2023

I have done this in the past for a project and it worked, but as you said it is way more steps to get it done.

0 0
replied on April 17, 2023

Hi Erik-

Unfortunately, there's no easy way to do this. I have some processes that work how Steve describes, embedding the doc in an iframe. Alternatively, we just set up a new process where we email the PDF documents to the person for review, then they just indicate in Forms if they're good or need to be modified. Not necessarily easier, just another option depending on what you're comfortable with.

0 0
replied on April 18, 2023

Unfortunately, these are going to be public forms, is there a way to move a public user to another form page/process?  Or is it after the message pops up redirect them to another forms page, but how would you pass something so that the new form would know what document they are talking about?

0 0
replied on April 18, 2023

With Public forms, you can not have an unlicensed person participate in a form process. Once they submit it is over for the public user. We have that issue with view only (named) users and other public random users. And purchasing 1000 license for those users is just not feasible. So apart from sending a PDF back to a form, you would not be able to have that user come back in the middle of that process to make changes.  Or am I misunderstanding your process?

0 0
replied on April 18, 2023

Yep, this is exactly what we are running in to.

0 0
replied on April 18, 2023 Show version history

Erik, it will depend on how creative you want to get. While still not as good as being able to send the PDF back to the Forms process, you could save the instance ID of the form in a database table and send an email to the public user that submitted as Pieter mentions. In the email it would include the attachment of the filled-out PDF and a link to the same or different (public facing) form. The data from the 1st form could be saved to a database table as well. In the email you could include the Instance ID (call it whatever you wanted in the email) and on the form ask for it and another piece or two of information and then ask the user if everything in the PDF was accurate. If not, you could display all of the fields, populated from a database lookup with the originally submitted information and allow them to submit again.

Instead of sending the PDF in an email you could do as Steve says and embed it in the form.

This may not be the best solution depending on what type of information you are collecting on the form. If it is sensitive in nature, it may not be the best idea since someone could start plugging values in the fields to see if they get results.

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.