http://www.perfectforms.com/forums/ Forums for the PerfectForms.com Application en Wed, 08 Feb 2012 08:39:57 +0000 http://www.perfectforms.com/forums/topic/bulk-data-import#post-2150 Thu, 05 May 2011 17:46:18 +0000 Dennis @ PerfectForms 2150@http://www.perfectforms.com/forums/ <p>Yes, you can integrate with a number of data sources including a CSV file. </p> http://www.perfectforms.com/forums/topic/bulk-data-import#post-2146 Thu, 05 May 2011 00:14:46 +0000 speedy 2146@http://www.perfectforms.com/forums/ <p>I just Googled your product and I wonder if for specific forms you support bulk data import via csv and/ or xls files </p> http://www.perfectforms.com/forums/topic/adding-links-to-files#post-2117 Tue, 19 Apr 2011 00:04:04 +0000 Dennis @ PerfectForms 2117@http://www.perfectforms.com/forums/ <p>My preference is to use a table with an attachment object in it. That way there is one central location from which to retrieve the attached documents, multiple users can attach a document each in a new row of the table, users will know which is the most recent, and there will remain a history of revisions. </p> http://www.perfectforms.com/forums/topic/adding-links-to-files#post-2116 Mon, 18 Apr 2011 20:16:57 +0000 mbeccaria@paulsmiths.edu 2116@http://www.perfectforms.com/forums/ <p>I have a form to track the approval of a proposal document through a series of committees and administrators. At each step in the process, the person whose turn it is to approve/reject the proposal can add comments, accept/reject the document, and submit an attachment of an updated document (i.e. fix errors, add corrections, etc.). I want to be able to create a single link to the most recent version of the document on a page. Is that possible? </p> http://www.perfectforms.com/forums/topic/url-link#post-1882 Thu, 16 Dec 2010 23:05:41 +0000 Dennis @ PerfectForms 1882@http://www.perfectforms.com/forums/ <p>No, but you can embed the form in a web page and use the URL of your web page. </p> http://www.perfectforms.com/forums/topic/url-link#post-1879 Thu, 16 Dec 2010 09:53:19 +0000 yimin lu 1879@http://www.perfectforms.com/forums/ <p>The link of the form contains a chain of characters instead of readable name.<br /> for example:http://xxxxxxxxxxxx/PerfectForms/player.htm?f=bAggAWD<br /> Can we change f='bAg...' to a readable name f='survery form'? </p> http://www.perfectforms.com/forums/topic/perfect-forms-deployment#post-1848 Wed, 01 Dec 2010 18:39:47 +0000 Dennis @ PerfectForms 1848@http://www.perfectforms.com/forums/ <p>Yes, PerfectForms can be deployed "On-Premise" and hosted from your own server(s). </p> http://www.perfectforms.com/forums/topic/fields-in-the-form-can-be-driven-by-external-source#post-1847 Wed, 01 Dec 2010 18:38:00 +0000 Dennis @ PerfectForms 1847@http://www.perfectforms.com/forums/ <p>Yes, you can integrate with a text file using the PerfectForms Connection Agent.Our help guide describes the Connection Agent: <a href="http://www.perfectforms.com/Documentation/manual/html/?lookup_agent.htm" rel="nofollow">http://www.perfectforms.com/Documentation/manual/html/?lookup_agent.htm</a> </p> http://www.perfectforms.com/forums/topic/perfect-forms-deployment#post-1844 Wed, 01 Dec 2010 11:11:02 +0000 shekar345 1844@http://www.perfectforms.com/forums/ <p>Hi,</p> <p>Is that possible that i can deploy the perfect forms on my own servers instead of using it over internet?</p> <p>Thanks </p> http://www.perfectforms.com/forums/topic/fields-in-the-form-can-be-driven-by-external-source#post-1843 Wed, 01 Dec 2010 11:09:57 +0000 shekar345 1843@http://www.perfectforms.com/forums/ <p>Hi,</p> <p>Is there a possibility where i can bind the data to the dropdown lists from external sources like an excel sheet, etc?</p> <p>Thanks </p> http://www.perfectforms.com/forums/topic/synchronizing-objects-in-multiple-environments#post-1621 Mon, 09 Aug 2010 18:43:51 +0000 MABrown 1621@http://www.perfectforms.com/forums/ <p>In addition to a production PerfectForms server, we also have a development server where we create and test all of our forms, reports, and connections. In a recent project, I found that migrating the form from one environment caused many (but not all) of the connection behaviors to break, requiring me to open the form and point each connect behavior to the correct connection/action. This also required me to re-map each connection parameter to the form fields.</p> <p>Is there a way to synchronize connections across multiple environments to prevent this from happening?</p> <p>So far as I could tell, this is what had happened:</p> <p>1: In an earlier project, a connection and actions were created on the development server and migrated to the production server.</p> <p>2: A new form project required new actions on the existing connections. Those actions were created on the development system and the production system separately (they were not migrated from the development system to the production system). </p> <p>3: When the new form was migrated from one environment to the other, the behaviors mapped to actions that were originally migrated in the earlier project stayed intact, and behaviors mapped to actions that were recreated on the new environment broke.</p> <p>This leads me to believe that each connection and/or action object has a hidden unique identifier which is preserved when a connection is migrated. If that is the case, is there a way to ensure that those unique identifiers are identical across environments without deleting and re-migrating connections? </p> http://www.perfectforms.com/forums/topic/form-visibility-access#post-1508 Tue, 15 Jun 2010 21:38:03 +0000 CJ Hines 1508@http://www.perfectforms.com/forums/ <p>Actually what I'm talking about is using your connections feature. If you look at the 'connections' tab on your dashboard, you will see that you are able to create connections to forms from other forms in order to call data between them.You can also create Parent/Child form relationships to open/close forms as necessary. Afterward you can set restrictions according to roles and stages.</p> <p>Form Connection URL: <a href="http://perfectforms.com/Documentation/manual/html/d_formsconnections.htm?zoom_highlightsub=form%2Bconnection" rel="nofollow">http://perfectforms.com/Documentation/manual/html/d_formsconnections.htm?zoom_highlightsub=form%2Bconnection</a></p> <p>Parent/Child URL: <a href="http://perfectforms.com/Documentation/manual/html/parent_child_forms.htm?zoom_highlightsub=parent" rel="nofollow">http://perfectforms.com/Documentation/manual/html/parent_child_forms.htm?zoom_highlightsub=parent</a></p> <p>Using roles and stages URL: <a href="http://perfectforms.com/Documentation/manual/html/fa_all_stages__all_roles.htm?zoom_highlightsub=roles%2Band%2Bstages" rel="nofollow">http://perfectforms.com/Documentation/manual/html/fa_all_stages__all_roles.htm?zoom_highlightsub=roles%2Band%2Bstages</a></p> <p>Cheers </p> http://www.perfectforms.com/forums/topic/form-visibility-access#post-1507 Tue, 15 Jun 2010 21:05:02 +0000 TWenzel 1507@http://www.perfectforms.com/forums/ <p>I do realize that only Basic and Full users can access the dashboard. My example is for a Basic User. If I use the buttons on Form One (The "Main Menu" form) to show page, I am limited to only pages within Form One. Form Two is not a page within Form One but a new form altogether. I am trying to send the Basic User to Form Two from Form One while preventing them from accessing Form Two directly from the "view forms" dashboard.</p> <p>When you say "The use of form connections will give you the ability to open forms within other forms." are you referring to the "Show Form" behavior within the "Integration Command" section? If so this is what I am doing to navigate from Form One to Form Two. It's just that by restricting the ability to view a form it is also blocking the user from opening the form from another form. </p> http://www.perfectforms.com/forums/topic/form-visibility-access#post-1506 Tue, 15 Jun 2010 20:44:10 +0000 CJ Hines 1506@http://www.perfectforms.com/forums/ <p>Well it actually all depends. You can do exactly what you are looking to do but realize that only full and basic users have access to a dashboard. You can use buttons on your form to 'show page'(select any page). You can make each page coordinate with your stages selecting which role can view certain pages throughout the whole work flow. There are many different options you can use. The use of form connections will give you the ability to open forms within other forms. Here you can restrict certain roles during certain stages as well. It all depends on how complicated you want to get with it. If you would like I can put you in contact with one of our forms developers who, for a nominal fee, will do this for you. </p> http://www.perfectforms.com/forums/topic/form-visibility-access#post-1505 Tue, 15 Jun 2010 20:19:10 +0000 TWenzel 1505@http://www.perfectforms.com/forums/ <p>This may help:</p> <p>Form One = Buyer Main Menu<br /> Form Two = Store Change Form<br /> Form Three = Hierarchy Change Form</p> <p>Form one contains two buttons: one that opens (launches) Form Two and another one that launches Form Three.</p> <p>We would like to have the user only see Form One in their list of forms that can be viewed (in the forms dashboard "view forms' list). We would like to prevent them from opening Form Two or Form Three directly.</p> <p>Once they open form one and select the button that opens Form Two (or Three) they need to be able to then "see" Form Two(or Three). </p> http://www.perfectforms.com/forums/topic/form-visibility-access#post-1504 Tue, 15 Jun 2010 19:41:59 +0000 tmrhymer 1504@http://www.perfectforms.com/forums/ <p>What do you mean by "launched forms" and "user forms list"? What do you plan on using for this "View forms" list? </p> http://www.perfectforms.com/forums/topic/form-visibility-access#post-1503 Tue, 15 Jun 2010 18:10:58 +0000 TWenzel 1503@http://www.perfectforms.com/forums/ <p>I'm not sure this addresses the issue. I'm trying to hide a form from a user group's "View Forms" list of options, while still allowing them to access the hidden form when launching it from a form they can see. It's about what the see in their "view forms" list. </p> http://www.perfectforms.com/forums/topic/form-visibility-access#post-1501 Tue, 15 Jun 2010 17:21:16 +0000 CJ Hines 1501@http://www.perfectforms.com/forums/ <p>You may hide almost anything from any specific role. Use the 'hidden' option in form design. You can create a role of "requester" or something on that line.Then you can hide any page you want from specific role. You can also throw in an action by allowing the requester to view different pages during different stages of the form. You may view more details and instructions here:<br /> <a href="http://perfectforms.com/Documentation/manual/html/fa_all_stages__all_roles.htm?zoom_highlightsub=roles" rel="nofollow">http://perfectforms.com/Documentation/manual/html/fa_all_stages__all_roles.htm?zoom_highlightsub=roles</a></p> <p>Cheers </p> http://www.perfectforms.com/forums/topic/form-visibility-access#post-1496 Mon, 14 Jun 2010 17:41:33 +0000 TWenzel 1496@http://www.perfectforms.com/forums/ <p>We have basic users who we would like to access a "Main Menu" form which launches into additional forms from there. The forms they are accessing are not child forms of the "Main Menu" form. Is it possible to "hide" all the launched forms from the user forms list, while still allowing the forms to be accessed from the "Main Menu" form? </p> http://www.perfectforms.com/forums/topic/record-conversation#post-1484 Mon, 07 Jun 2010 13:49:53 +0000 sb 1484@http://www.perfectforms.com/forums/ <p>would you be able to provide an example for using the above approach. </p> http://www.perfectforms.com/forums/topic/record-conversation#post-1327 Wed, 31 Mar 2010 08:43:37 +0000 ijobling 1327@http://www.perfectforms.com/forums/ <p>Yes. Consider a multline text inpuut field and how you can use the 'set field' script to write the value of another field into this field, and if you look at the Special Util -New Line you can see there how you can set up a history field of what was entered in a 'question' field and then 'answer' field on the next line. and then also including the Special Util - Current Date and Special Util-Current Time in conjunction with the functions available for date/time (ie you can show the current date as DAY or MONTH.. or both) </p> http://www.perfectforms.com/forums/topic/record-conversation#post-1324 Tue, 30 Mar 2010 22:24:27 +0000 seraph 1324@http://www.perfectforms.com/forums/ <p>Hello,<br /> As typcially seen in help desk solution, the correspondences around the ticket are entered and viewed within the ticket for historical tracking. Can this type of interaction be created in perfectforms. For example, i create a request, then the tech asks a question, i answer, tech asks another q, i answer...etc. All of the q - a would be viewed in the form for this ticket along with who and the time of the entry. </p> http://www.perfectforms.com/forums/topic/new-field-added-to-form-affect-on-prev-form-instances#post-1058 Tue, 12 Jan 2010 13:01:58 +0000 Peanuts890 1058@http://www.perfectforms.com/forums/ <p>Thanks,<br /> I'll wait till the forms are closed before I try changing them.<br /> Appreciate all your help. </p> http://www.perfectforms.com/forums/topic/new-field-added-to-form-affect-on-prev-form-instances#post-1057 Tue, 12 Jan 2010 10:44:11 +0000 ijobling 1057@http://www.perfectforms.com/forums/ <p>if you develop that ability into your new version of the form, yes. (for closed instances shouldn't be hard as when you enter and then submit the form will stay in that closed stage, but do review how any currently 'open' forms may progress to the next stage as you submit them where you may need to review the workflow routing path so the form does not go to the next stage) </p> http://www.perfectforms.com/forums/topic/new-field-added-to-form-affect-on-prev-form-instances#post-1056 Tue, 12 Jan 2010 09:54:53 +0000 Peanuts890 1056@http://www.perfectforms.com/forums/ <p>Thanks - Is there a way I can go back into the previous open and closed instances and enter a value into the new field. </p> http://www.perfectforms.com/forums/topic/new-field-added-to-form-affect-on-prev-form-instances#post-1055 Tue, 12 Jan 2010 09:14:17 +0000 ijobling 1055@http://www.perfectforms.com/forums/ <p>You are correct in Map Versions is what you would use after publishing the new version of your form with this new field. This will then update all the previous form instances to reflect this field and then be available in reporting </p> http://www.perfectforms.com/forums/topic/new-field-added-to-form-affect-on-prev-form-instances#post-1054 Mon, 11 Jan 2010 19:12:42 +0000 Peanuts890 1054@http://www.perfectforms.com/forums/ <p>I need to add a new field to an existing form to provide management analysis in a report. I aready have a number of open and closed form instances, can they be modified to reflect this new field. Not sure if this is covered in another topic which discusses "Map Versions".<br /> Thanks </p> http://www.perfectforms.com/forums/topic/count-the-records-in-a-drop-down#post-715 Tue, 01 Sep 2009 09:48:29 +0000 ijobling 715@http://www.perfectforms.com/forums/ <p>No afraid not, but what is it you are trying to achieve? a drop down is an object that only allows users to select one item from it anyway so not sure where a 'count' comes in. but get back by all means with some more detail and can see what could be done </p> http://www.perfectforms.com/forums/topic/count-the-records-in-a-drop-down#post-712 Sat, 29 Aug 2009 15:50:07 +0000 jbreedon 712@http://www.perfectforms.com/forums/ <p>Is it possible to count the number of records in a drop-down? I have count working in a table </p> http://www.perfectforms.com/forums/topic/prevent-multiple-submissions-from-anonymous-responders#post-588 Wed, 15 Jul 2009 09:05:09 +0000 SharpeMagpie 588@http://www.perfectforms.com/forums/ <p>Thanks Ian - I agree, the scenario is somewhat paradoxical - anonymous &#38; identification</p> <p>As alluded to in my subsequent thoughts on a wider feature request - <a href="http://www.perfectforms.com/forums/topic/feature-request-survey-campaign-administration," rel="nofollow">http://www.perfectforms.com/forums/topic/feature-request-survey-campaign-administration,</a> the solution lies beyond the atomic level building blocks that already exist to process this sort of scenario.</p> <p>I'd perhaps build onto this by including a ID generator to act as the identifier parameter. This would form part of a Campaign Management module I'm suggesting.</p> <p>Actually, I'm wondering now if it's possible to build a PF application to be this Campaign Module? </p>