http://www.perfectforms.com/forums/ Forums for the PerfectForms.com Application en Wed, 08 Feb 2012 09:40:40 +0000 http://www.perfectforms.com/forums/topic/howwhere-do-i-set-a-role#post-2608 Sun, 29 Jan 2012 20:26:37 +0000 hiester 2608@http://www.perfectforms.com/forums/ <p>Simple question: how do I define a role? </p> http://www.perfectforms.com/forums/topic/how-do-field-states-work#post-739 Mon, 07 Sep 2009 17:31:27 +0000 Peanuts890 739@http://www.perfectforms.com/forums/ <p>Doing my first application having gone through tutorials and videos (excellent)<br /> My workflow, behaviours, notifications all appear to work okay, however I can't get my head round the Stages and roles for field states. My application is fairly basic with the form split in to three basic areas (roles), data entry, primary approval and secondary approval. The stages are more or less the same plus an approval stage and rejected stage. I am trying to use the read only, disable, hide and normal states for the objects to limit the access depending on what stage you are at. I can get them working correctly in the form preview feature however when I use the draft mode, the state of the fields appear to have changed.<br /> Regards,<br /> Peanuts890 </p> http://www.perfectforms.com/forums/topic/urgent-refreshing-page-gets-you-to-next-stage#post-1920 Mon, 24 Jan 2011 18:05:22 +0000 sircooljoe 1920@http://www.perfectforms.com/forums/ <p>Hello,<br /> I have discovered an interesting problem with my forms.<br /> After the person submits the form, they get a pop up that says it was submitted and the browser window should close, of course IE then throws up a message that the page is trying to close do you want to? If you press your browsers refresh at either of these messages it reloads the page and you are to the next stage of the form.<br /> Ex: I requested time off. I press submit and then refresh the browser. When the page reloads I am now at the next stage (manager approval). I can then approve/deny this request (as manager). The same will happen for HR approval. So in theory I can approve my request all the way through until it completes.<br /> I have tried various differnt options to combat this, close, close browser, go to new page, but each time the browser refresh problem is there.<br /> Does anyone know how to fix this? </p> http://www.perfectforms.com/forums/topic/define-role-by-email-taken-from-a-field#post-1918 Mon, 24 Jan 2011 12:05:15 +0000 JC 1918@http://www.perfectforms.com/forums/ <p>I had a big trouble on using "Role" by email taken from a field.</p> <p>I have a simple workflow to perform request and approval of a form. But each users has his or her own approvers. So I defined two fields, requestermail and approvermail. Then setup Requester role with the requestermail and Approver role with the approvermail by using email taken from a field.</p> <p>My challenge is that we do not want to receive email notification too often. So, I put an checkbox to deicede when submit with or without notification.</p> <p>But if I submit without notification. The approver could not obtain the approver role and become unspecific role. Therefore, the approval buttons are hidden from the approver view.</p> <p>What should I do for this case? </p> http://www.perfectforms.com/forums/topic/setting-state-for-the-unspecified-role#post-1521 Thu, 17 Jun 2010 22:24:19 +0000 tmrhymer 1521@http://www.perfectforms.com/forums/ <p>I have some fields that need to be in the normal state when the form is in the default stage, but hypothetically it could be any stage. I only want the field to be normal for a single user. When a person is starting any form, they come into the form with the role "unspecified". How can I control how the state of objects for a user starting a form? I thought I had figured this out using the All/All stage/role combination, but now thats not working. </p> http://www.perfectforms.com/forums/topic/prohibit-editing-after-submission#post-1489 Wed, 09 Jun 2010 16:29:39 +0000 mpstratfold 1489@http://www.perfectforms.com/forums/ <p>I have a form that uses a 'save' button to allow people to continue editing later. Once they complete the form they press 'submit'. However even after submitting the form they can still edit the form. They do this by using the 'resume' link in the email that they recieved when they first saved the form.</p> <p>How can I stop people changing a form that they have submitted? I don't mind them reviewing the contents. </p> http://www.perfectforms.com/forums/topic/restricting-basic-user-access#post-1336 Tue, 06 Apr 2010 21:29:23 +0000 RayP 1336@http://www.perfectforms.com/forums/ <p>We have a bunch of Basic Users that need to access only 1 or 2 forms. I don't want them to see other forms. When I set up a test Basic User, that user is able to see a lot more forms than I want visible. I'm missing the method or process to make a form visible only to specific users or user-groups. </p> <p>Any help? Thanks! </p> http://www.perfectforms.com/forums/topic/how-to-move-the-stage-forward-if-all-i-see-is-a-blank-page#post-954 Tue, 17 Nov 2009 18:33:30 +0000 wliang 954@http://www.perfectforms.com/forums/ <p>I had a form end with a Stage that is just showing a blank page. Is there a way to move it forward to the next stage or at least print out the information for the current stage (3 pages before the blank page)?</p> <p>In another word, I can't view or close this form. I've fixed the problem since, but I like to retrive those instances that use this problem version. Thanks. </p> http://www.perfectforms.com/forums/topic/security-problem-in-notification-links#post-661 Fri, 14 Aug 2009 01:57:08 +0000 MABrown 661@http://www.perfectforms.com/forums/ <p>My testing of our on-premise PerfectForms installation (with SSO Gateway) has revealed a security problem related to links in notifications.</p> <p>Unlike opening an instance from the dashboard (where the role is set when opened based on the user), the URL in notifications generated by the system include the intended user and role. </p> <p>In the event that a notification link is accessed by an unlicensed user other than the intended, that user can follow the link and it will open the form instance with all of the rights and abilities granted to the intended user, even if they are authenticated (through SSO) as not the intended user. I have noticed that this is not an issue with licensed users, since the form prevents licensed users from following links in others' notifications. </p> <p>Is seems like this is a large oversight. I have attempted to add a security scheme to the form using the "Form is opened" behavior, but I can't get it to a point where authorized users can see the form and unauthorized users can't.</p> <p>Am I missing something? </p> http://www.perfectforms.com/forums/topic/load-the-form-to-a-specific-page#post-55 Fri, 19 Sep 2008 10:41:01 +0000 ijobling 55@http://www.perfectforms.com/forums/ <p>By default the form will load the first page of your form.<br /> If you hide the first page, the form will load to the next page</p> <p>To have the form load to a specific page go to the appropriate STAGE /Role combination, then on the page properties for the pages that are before this page, set them to be hidden… the users will then go to the first unhidden page..</p> <p>if you then want them to be able to go back to the these hidden pages for any reason, on a ‘button’ that you may set to 'show page xxx' Add the SetState script to set the hidden pages state to NORMAL followed the ‘show page’ script to send them to that page </p>