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Question

Forms: can participant open preview?

Forms Version 11
Updated October 13, 2023
asked on October 13, 2023

I'd love to use the preview option for my end users if possible. Rather than have a separate process that routes nowhere, I am hoping to be able to point to the preview URL and load the variable values if possible. The would also be a much faster option than saving to the repo and managing entries only used to preview a form with a particular layout (letter). I assume this is not possible but wanted to double check. 

Thanks

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Replies

replied on October 13, 2023

Chris, I'm not clear on what you are trying to do. Can you give more specifics as to what you are trying to accomplish?

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replied on October 13, 2023 • Show version history

Sure, the purpose here is to generate a (snail mail) letter. Specifically, a PDF that prints to paper.

The primary form is more of a data layout for reviewing the data content. Once it looks good, the user needs to preview it in the final letter format. We have a form that's dimensions mimic a piece of paper and the variable populate into the letter. It saves beautifully. 

What I am hoping for is a link for the user to click per letter type (there can be up to 5) so they can preview the letter without being routed to another activity (save to repo, generate URL, make user wait...). So I am digging around the form preview tool to see if I can hijack that and pass the variable values through the URL.

I believe I have been down this road before and it was a dead end, but the product keeps changing, so I can never be sure anymore :)

I think I just got my answer form one of my participant users: the link won't open. 

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replied on October 13, 2023

My plan B is to have a separate process that I use similarly and pipe in the variable values. That process would essentially route nowhere and do nothing other than be a preview.

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replied on October 13, 2023

Got it. I don't think anything has changed with being able to pull up a different form within the same process.

An idea I just had would be to have 2 user tasks in your process though. One has the primary form and the other has the final letter format form assigned. This would show 2 tasks in their Inbox, which may not be ideal, or could be dealt with with some training. To go along with this, if you were able to get the id for the task of the final letter format task, you could link to it in the primary task.

Good luck!

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replied on October 13, 2023 • Show version history

I was thinking about a parallel that has the preview as the tasks it routes to. It could act as a read only version since the user would not be assigned to it and then terminate whenever the process ends. Great idea sir! I like it. 

 

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replied on October 13, 2023

If you have other items in your process, you could even use Signal Throw and Catch events. So when the primary task is completed it throws a signal attached to the final letter format task and moves it on.

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replied on October 13, 2023

yep, we are on the same page :)

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