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Question

Facilitating "Saved Forms" for both internal AND public submitters

asked on June 19, 2014

We have two Forms servers that are tied to the same SQL database and connected through the built in functionality that allows this. Both servers have an "Intake" form, but it is fairly lengthy. Internal and public users can both fill out this form and save it to complete later, if desired.

 

However, I would like external users to have the ability to use the e-mail / password function that is in Forms. Internal users I would like to set up a separate checkbox field that says the same thing, but when they click it and then click submit, it goes to a User Task called "Incomplete Intake Form." Next time they open the document from My Tasks the box is still checked, and if they uncheck it, it continues through the Business Process.

 

I have done both of these things in the past, and I can add both to the form at the same time now. What I need is to be able to "hide" one or the other depending on whether an authenticated user is logged in when the Form is opened. I have thought about setting up an invisible field for the "username" and then specifying that the internal save-checkbox will "show" when that field is not empty. Is that the best way to do that?

 

What I am at a complete loss for, is how can I selectively show/hide the "save incomplete form for later" checkbox for the public, depending on certain field conditions?

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Replies

replied on June 19, 2014

I have asked for this same thing. See Laserfiche's response here.

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replied on June 19, 2014

If you want to selectively show or hide the save draft option, you can use JavaScript. Here's an example:

 

$(document).ready(function() {
  $('#IsDraft').parent().hide();
});

This will always hide the option, but you can add some logic to show or hide the option based on certain field conditions.

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replied on June 19, 2014

Thank you both.

 

Is the appropriate jquery equivalent for setting a field rule in the help documentation?

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replied on June 19, 2014

The help doesn't explicitly cover creating a field rule with jQuery, but there are a few questions here that might help. Here's one to get started:

 

https://answers.laserfiche.com/questions/54609/how-to-hide-section-and-related-fields-on-form-based-on-current-user-information-on-laserfiche-forms-in-javascript--

 

 

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