http://www.perfectforms.com/forums/ Forums for the PerfectForms.com Application en Fri, 18 May 2012 07:19:15 +0000 http://www.perfectforms.com/forums/topic/997#post-2794 Thu, 17 May 2012 16:41:57 +0000 Dennis @ PerfectForms 2794@http://www.perfectforms.com/forums/ <p>That is correct, I do not recommend making your changes until you have updated to V 2.0.<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/997#post-2793 Thu, 17 May 2012 16:09:44 +0000 evelina.liu 2793@http://www.perfectforms.com/forums/ <p>Sorry, I mean, V 1.18, not V 1.8. </p> http://www.perfectforms.com/forums/topic/997#post-2792 Thu, 17 May 2012 14:59:18 +0000 evelina.liu 2792@http://www.perfectforms.com/forums/ <p>What if we upgrade to V 2.x from V 1.8 in the near future, are all the forms and reports, and their object identify/association mechanism will be automatically "upgraded" during this upgrade process? What I am asking is, is it recommended not to make these types of form changes until after upgrading to V 2.x? Thank you. </p> http://www.perfectforms.com/forums/topic/997#post-2791 Wed, 16 May 2012 23:56:27 +0000 Dennis @ PerfectForms 2791@http://www.perfectforms.com/forums/ <p>No. In V 1.18 when you remove a field from a group it changes the identity of the field even though the name does not change. Reports and behaviors will have to be re-mapped if you remove objects from groups. Prior to V 2.0<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/997#post-2790 Wed, 16 May 2012 22:00:42 +0000 evelina.liu 2790@http://www.perfectforms.com/forums/ <p>Hi, Dennis, what about V 1.8? </p> http://www.perfectforms.com/forums/topic/997#post-2789 Wed, 16 May 2012 17:07:08 +0000 Dennis @ PerfectForms 2789@http://www.perfectforms.com/forums/ <p>As long as you are using the On Demand service of PerfectForms or have On Premise V 2.0 or later you can move fields in and out of groups and they will continue to report properly.<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/759#post-2788 Wed, 16 May 2012 12:31:25 +0000 georger 2788@http://www.perfectforms.com/forums/ <p>iWebKit is terrific for creating "web" apps, but the holy grail of app ... But I have an iPod Touch -- not an iPhone to make perfect web<br /> <a href="http://www.bestsampleforms.com">forms</a> </p> http://www.perfectforms.com/forums/topic/996#post-2786 Tue, 15 May 2012 22:43:40 +0000 Dennis @ PerfectForms 2786@http://www.perfectforms.com/forums/ <p>Thank you for bringing this to our attention. I will submit a request to the Development team!<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/997#post-2785 Tue, 15 May 2012 20:53:31 +0000 evelina.liu 2785@http://www.perfectforms.com/forums/ <p>I have a need to re-arrange some of the form fields objects, including moving objects from certain groups to other groups. My concern is if this will break what I have so far, includnig hundreds of instances and numerous reports associated with this form. Please advise. Thanks. </p> http://www.perfectforms.com/forums/topic/995#post-2784 Tue, 15 May 2012 20:33:32 +0000 Dennis @ PerfectForms 2784@http://www.perfectforms.com/forums/ <p>When the report opens use a Set Filter behavior object. Set the date to Equal or Greater than using a formula with a date 1/1/2011.<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/996#post-2783 Tue, 15 May 2012 19:20:38 +0000 evelina.liu 2783@http://www.perfectforms.com/forums/ <p>I am not sure if anyone had this issue before. I have a form field, Room Number, which expects data such as A001, 5E003, or RM-1234, .... So there is no special designated data format tied to this field. It seems that all the form instances are ok from this field. However, when viewing this column on the report, all the data with "E" will be automatically translated to something else, because E is treated as an scientific notation, therefore Room Number "12E03" will be automatically converted to "1200" on the report, etc. Is there a way to correct this and also to all the form instance I have so far?</p> <p>Thanks. </p> http://www.perfectforms.com/forums/topic/995#post-2782 Tue, 15 May 2012 13:25:55 +0000 sturmeyp 2782@http://www.perfectforms.com/forums/ <p>Hi</p> <p>I'm adding a filter input object onto a Report and selecting type as Month.</p> <p>This works OK but it always shows a year range starting at 2002 which I dont need. Is there any way to change this property as I only need to filter for 2011 onwards?</p> <p>thanks </p> http://www.perfectforms.com/forums/topic/609#post-2779 Fri, 11 May 2012 16:47:26 +0000 Dennis @ PerfectForms 2779@http://www.perfectforms.com/forums/ <p>We have a section of our Help Guide dedicated to Customizing the PerfectForms™ Application : <a href="http://www.perfectforms.com/Documentation/manual/html/?inst_white_labeling_of_perfectforms.htm" rel="nofollow">http://www.perfectforms.com/Documentation/manual/html/?inst_white_labeling_of_perfectforms.htm</a></p> <p><a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/609#post-2778 Fri, 11 May 2012 11:08:37 +0000 williams22 2778@http://www.perfectforms.com/forums/ <p>Could you provide me a video guide to solve this question. </p> http://www.perfectforms.com/forums/topic/991#post-2776 Wed, 09 May 2012 15:48:51 +0000 Dennis @ PerfectForms 2776@http://www.perfectforms.com/forums/ <p>To set the Text input field with the text in a Small Text I would use a Set Field and manually input the text or number in the Value section of the properties for the Set Field.<br /> Use the Show behavior object <a href="http://www.perfectforms.com/Documentation/manual/html/?fl_show.htm" rel="nofollow">http://www.perfectforms.com/Documentation/manual/html/?fl_show.htm</a> to set the focus on an object.</p> <p><a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/912#post-2775 Wed, 09 May 2012 15:39:46 +0000 Dennis @ PerfectForms 2775@http://www.perfectforms.com/forums/ <p>You cannot use data in reporting objects for calculations or behaviors but you could simply add another column to give you the caption of the drop-down.</p> <p><a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/991#post-2774 Wed, 09 May 2012 11:36:38 +0000 dINESH dANNY 2774@http://www.perfectforms.com/forums/ <p>I develop one form.In that,On Small Text's Clicked behaviour whatever in the Small Text will show in Text Input's Text.I want a solution for this.<br /> And also I want to know how to set focus the Text Input? </p> http://www.perfectforms.com/forums/topic/912#post-2772 Tue, 08 May 2012 20:29:55 +0000 evelina.liu 2772@http://www.perfectforms.com/forums/ <p>I have a similar question regarding the possiblity of altering the values for a column in the report, but the difference is I am actually using a List (under Resources) in order to populate my drop-down list for user. We now need the report to display the Caption for the selected item on the report (text), instead of the Value (numeric value). Same situation here, I already have lots of submitted production form instances, and I am hoping all of them can somehow be applied based on the changes. We are using v. 1.18. Thank you. </p> http://www.perfectforms.com/forums/topic/989#post-2771 Fri, 04 May 2012 18:43:05 +0000 Dennis @ PerfectForms 2771@http://www.perfectforms.com/forums/ <p>If more than one join path leading from a workflow stage to other stages (or in a Multiple Branch behavior object)references the same object (for example a checkbox) you cannot use a Simple condition on any of the join paths.<br /> Example: If the instance can move to three possible stages depending if either Checkbox A is checked, Checkbox B is checked, or if Checkbox A AND Checkbox B are checked. The conditions on the join paths must all use the formula editor and must read as follows:<br /> 1: Checkbox A is checked AND Checkbox B is not checked.<br /> 2: Checkbox B is checked AND Checkbox A is not checked.<br /> 3:Checkbox A is checked AND Checkbox B is checked.<br /> If you use a Simple condition the workflow will not work properly.<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/980#post-2770 Tue, 01 May 2012 21:46:02 +0000 Dennis @ PerfectForms 2770@http://www.perfectforms.com/forums/ <p>An instance cannot change stages unless it is submitted. If 5 days go by then you should start sending notifications to the Directors. If you have managed roles well then you can still give the Directors the access they need and could move from the manager's stage past the Director's stage to the next stage (if the right conditions have been met) on submission.<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/980#post-2769 Tue, 01 May 2012 19:10:10 +0000 AndrewPolk 2769@http://www.perfectforms.com/forums/ <p>Thanks Dennis,</p> <p>So there is no way to force a form to the next stage? So then the Approval Stage for managers and directors would be the same stage? Just the directors would not get a notification until the managers approve or their time for approval has run out?</p> <p>The way the managers explained to me the way they want the form to work is:</p> <p>Applicant submits form.<br /> Applicant and managers are notified.<br /> After 12 hours managers get a reminder if not action has been taken.<br /> If managers approve or no response by managers in 5 days then directors should get approval notification.</p> <p>andy </p> http://www.perfectforms.com/forums/topic/980#post-2768 Tue, 01 May 2012 18:38:09 +0000 Dennis @ PerfectForms 2768@http://www.perfectforms.com/forums/ <p>You have two choices: </p> <p>1)The Notification object allows you to set up an indefinite number of notifications with reminders and escalations. You can use this feature to send escalations to other people in the organization at delayed intervals until the stage has changed: <a href="http://www.perfectforms.com/Documentation/manual/html/?notifications.htm" rel="nofollow">http://www.perfectforms.com/Documentation/manual/html/?notifications.htm</a></p> <p>2)Or you can go in a different direction; Create Positions for your account: <a href="http://www.perfectforms.com/Documentation/manual/html/?d_positions.htm." rel="nofollow">http://www.perfectforms.com/Documentation/manual/html/?d_positions.htm.</a> Create a position for each manager. Assign the position to the workflow role rather than the user license or email address. When a manager goes on vacation, change the person who occupies the position. This allows you to control positions universally rather than on a form-by-form basis.When owners of positions go on vacation they can be easily changed by HR.<br /> 3) The best practice would be to use a combination of both methods.</p> <p><a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/980#post-2767 Tue, 01 May 2012 15:51:08 +0000 AndrewPolk 2767@http://www.perfectforms.com/forums/ <p>Thank you Dennis,</p> <p>I have done as you suggested and setup each manager as a role. After each approves it goes to the Director (four directors) stage. The question I have now relates to escalation. If one of the managers is out and does approve or reject how do I move to the directors stage after a set amount of time?</p> <p>Thanks again,</p> <p>andy </p> http://www.perfectforms.com/forums/topic/988#post-2766 Mon, 30 Apr 2012 17:31:41 +0000 Dennis @ PerfectForms 2766@http://www.perfectforms.com/forums/ <p>It is not on the near-term road map.<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/988#post-2765 Mon, 30 Apr 2012 01:21:04 +0000 petertyrrell 2765@http://www.perfectforms.com/forums/ <p>Thanks for the quick reply Dennis - I guess my next question is whether this is on the radar for a future release? It would be good if you had sort options on your connection definitions (for forms at least). </p> http://www.perfectforms.com/forums/topic/988#post-2764 Fri, 27 Apr 2012 17:19:58 +0000 Dennis @ PerfectForms 2764@http://www.perfectforms.com/forums/ <p>At present there is no way to change the order in a drop-down that was populated by a connection or in a report.<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/595#post-2763 Fri, 27 Apr 2012 16:27:28 +0000 Anonymous 2763@http://www.perfectforms.com/forums/ <p>Ok I found the problem. It must be run in IE. </p> http://www.perfectforms.com/forums/topic/595#post-2762 Fri, 27 Apr 2012 16:14:07 +0000 Anonymous 2762@http://www.perfectforms.com/forums/ <p>What steps can you take if you are not prompted to download the application? </p> http://www.perfectforms.com/forums/topic/736#post-2761 Fri, 27 Apr 2012 03:46:59 +0000 Anonymous 2761@http://www.perfectforms.com/forums/ <p>Is there a way to change the verbiage on the label "printing" to "generating a pdf" If you can give me the folder where PF label each command that would be great. thanks </p> http://www.perfectforms.com/forums/topic/988#post-2760 Fri, 27 Apr 2012 01:14:43 +0000 petertyrrell 2760@http://www.perfectforms.com/forums/ <p>I have a report with quite a bit of filtering available to the viewer. One of the filters allows them to select a row based on an applicant's last name. The drop-down displays the last name OK, but it is in "form creation order".</p> <p>How can I show the last names (from the forms) in the drop-down control in alphabetical order? </p> http://www.perfectforms.com/forums/topic/985#post-2757 Thu, 26 Apr 2012 08:15:41 +0000 sturmeyp 2757@http://www.perfectforms.com/forums/ <p>Dennis</p> <p>We have the requirement for a form to be used on a mobile device (probably a Tablet PC) but possibly iPad when the HTML 5 compatibility is released in v2.2</p> <p>In either case the form would have a combination of check boxes and multi line text fields. Would PF be able to allow entry into the text fields by using a stylus or some type of digital pen or would the on-screen keyboard have to be used. Because the forms will contain a lot of handwritten notes I dont think the users will like using the on-screen keyboard.</p> <p>thanks </p> http://www.perfectforms.com/forums/topic/983#post-2755 Fri, 20 Apr 2012 22:16:50 +0000 Dennis @ PerfectForms 2755@http://www.perfectforms.com/forums/ <p>That is indeed strange. I can confirm what you see in your test. Interestingly it only happens when Infinity is spelled with a capital "I". For now I can suggest workarounds. The easiest is probably using a Replace Function to replace "Infinity" with "infinity", or "Infinity.".<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/983#post-2754 Fri, 20 Apr 2012 21:38:56 +0000 Travis 2754@http://www.perfectforms.com/forums/ <p>We have a form setup to copy fields to a different page and then print that page so that it’s formatted correctly. Today we had some try to enter a business name that started with Infinity. The only thing that shows up on in that field on the second page and subsequently the printout is the word Infinity. In order to test I setup a test form that has two fields and a button that copies the contents of the first text box to the second. I put “Infinity bacon” in the first box and only Infinity shows up in the second. It copies correctly if you put in “Bacon Infinity” or “Infinity. Bacon" but anytime you have infinity with a space after it as the first thing in a text field the only thing that copies across is the word infinity. </p> http://www.perfectforms.com/forums/topic/982#post-2753 Wed, 18 Apr 2012 18:54:37 +0000 renee 2753@http://www.perfectforms.com/forums/ <p>Thanks, I hadn't thought of just submitting the form on open to generate the Instance Number before my notification. That worked perfectly! </p> http://www.perfectforms.com/forums/topic/982#post-2752 Wed, 18 Apr 2012 15:47:36 +0000 Dennis @ PerfectForms 2752@http://www.perfectforms.com/forums/ <p>Instance number is the right metric for what you have described. The trick is to use a Submit and re-open same instance at some point before the user submits the instance. You can even do it on when form opens. Here is how:<br /> Drag in a hidden helper field. When the form opens use a Simple Branch object (is the hidden helper empty?). If false go to an Exit behavior object because the form instance has already been opened. If true use a Set Field object to put a "1" in your hidden helper and then use a Submit behavior object (check the radio button that says Re-Open Same Instance).<br /> Finally make sure that you account for this in your workflow. If you are using "always if no other condition is met" on the join paths between the first and second stages you will have to add an additional stage to account for the first submit. Otherwise simply create a condition to move from the first stage.</p> <p><a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p>