Complete the steps below to add a new mobile approval for your form.
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| 1. | With a form loaded in the in Behaviors view, select the Notify command then click Edit on the Properties bar to launch the Edit Notifications dialog. |
| 2. | On the Edit Notifications dialog, select the notification that will include the link to the mobile approval form then select the Message tab. |
| 3. | Click the Add Mobile Approval button. |
| 4. | On the Add Mobile Approval dialog, add instructional text to be presented on the mobile form. Entry of instructional text is optional. If you choose not to specify this, then that section of the mobile approval HTML form will not be included. |
| 5. | Select the Radio Button Group that includes the desired approval options. Selection of a Radio Button Group is required. If no Radio Button Group exists on the originating form, you will need to return to the Layout view of the form and add the necessary radio buttons to facilitate the approval process. |
| 6. | Select the Text Input or Multiline Text Input that will allow for entry of comments. Selection of a Text Input for comments is optional. If you choose not to include this, then that section of the mobile approval HTML form will not be included. If no text input or Multiline Text Input objects exist on the originating form and comments are something you want available on the mobile approval form, you can return to the Layout view of the form and add the necessary inputs. |
| 7. | Click Preview to see how the mobile approval form will look based upon the selections you've made. Based on the settings shown in the screen shot in Step 6, the mobile approval HTML form will look something like the image below. |
| 8. | Click OK on the Add Mobile Approval dialog to save the changes and close the dialog. |
| 9. | When the Add Mobile Approval dialog is closed and you are returned to the Edit Notifications > Message tab, it is essential that you add a link to the mobile approval form within the notification message. This link is what your users will select to launch the mobile approval form. To add this link, click the Insert Link button. If necessary, you can edit the link text within the body of the message to change the label of the link. Note that PerfectForms™ will identify which type of device is being used when the link is clicked and will open either the main (Flash) form or the (html) mobile approval form appropriately, |
| 10. | If you are using the mobile approval form do ensure that there is sufficient information contained in the notification message to allow the mobile device user to make a decision. |
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Updated: 31/01/2012
Page url:
http://www.perfectforms.com/Documentation/manual/html/?fg_adding_a_new_mobile_approval.htm
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