http://www.perfectforms.com/forums/ Forums for the PerfectForms.com Application en Wed, 08 Feb 2012 02:56:40 +0000 http://www.perfectforms.com/forums/topic/lost-notification-email#post-2458 Wed, 26 Oct 2011 23:27:47 +0000 Dennis @ PerfectForms 2458@http://www.perfectforms.com/forums/ <p>I would also suggest adding backup notifications to send after a day (or few days).<br /> As Phillip said, you could also create "backdoor" access for yourself. When you access the instance through your dashboard if the user=you, make all fields normal.<br /> These suggestions will help for the future. For this case either re-create the instance, or build backdoor access for yourself, publish the form, map the instance to the new version, and then open it from your dashboard.<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/lost-notification-email#post-2456 Wed, 26 Oct 2011 14:49:20 +0000 phillip 2456@http://www.perfectforms.com/forums/ <p>In that case I'm not sure what the best answer would be. For the future, maybe there is a way to add a hidden page on the form that would allow you to resend emails that only you could access? </p> http://www.perfectforms.com/forums/topic/lost-notification-email#post-2455 Wed, 26 Oct 2011 12:30:50 +0000 mbeccaria@paulsmiths.edu 2455@http://www.perfectforms.com/forums/ <p>I can do that, but when I click view I see the form but I am not the right type of user to edit the stage. That is to say, it's on the "president" stage, and the president received notifications via email as a "limited user" (he doesn't have a PF account to login to) that contains a link that allows him to alter his part of the form. When I click the form from the dashboard I am not able to edit the President's portion of the form (probably because while I'm looking at the form I have a different role-I am not the president).</p> <p>The question remains, if he (the president) loses those emails, how do we move the form workflow forward? How can we put a vote in for him? </p> http://www.perfectforms.com/forums/topic/lost-notification-email#post-2453 Tue, 25 Oct 2011 20:55:19 +0000 phillip 2453@http://www.perfectforms.com/forums/ <p>I think I know what you are asking. If you go to your form, and then click 'Open Instances' you should be able to see all instances submitted. You can click one and press 'view' to open it and you should be in the current role and stage. Is that what you were wanting? </p> http://www.perfectforms.com/forums/topic/lost-notification-email#post-2451 Tue, 25 Oct 2011 19:31:39 +0000 mbeccaria@paulsmiths.edu 2451@http://www.perfectforms.com/forums/ <p>Is there a way to manually add data to a form to move it to the next stage in the event that a user lost\deleted\junked their notification emails? I have reminders set up but if they lose all of their reminders, what options are available? Also, these users do not have accounts. They are set up as "Limited Users".<br /> Thanks,<br /> Mike </p> http://www.perfectforms.com/forums/topic/input-from-input-1#post-2306 Mon, 08 Aug 2011 16:30:27 +0000 Dennis @ PerfectForms 2306@http://www.perfectforms.com/forums/ <p>When the button with the submit command is pressed use a simple branch behavior object. If field 1 is empty, submit. If field 1 is not empty use a check mandatory behavior object with field 2 in it. </p> http://www.perfectforms.com/forums/topic/input-from-input-1#post-2304 Sun, 07 Aug 2011 16:08:19 +0000 geneway 2304@http://www.perfectforms.com/forums/ <p>Noob JavaScripter here has a question.</p> <p>How do I.........?</p> <p>I am looking to validate an input field from another input.</p> <p>If the user inserts a value into Field_1 I need to make Field_2 Required with an client side alert before the form is submitted? If there is no value in Field_1 The form will be submitted w/o and alerts. </p> http://www.perfectforms.com/forums/topic/force-a-form-closed#post-2122 Tue, 19 Apr 2011 20:51:23 +0000 Dennis @ PerfectForms 2122@http://www.perfectforms.com/forums/ <p>Here is a link to the page in our help guide that shows you how to view form instances: <a href="http://www.perfectforms.com/Documentation/manual/html/?viewing_form_instances_after_s.htm" rel="nofollow">http://www.perfectforms.com/Documentation/manual/html/?viewing_form_instances_after_s.htm</a> </p> http://www.perfectforms.com/forums/topic/force-a-form-closed#post-2121 Tue, 19 Apr 2011 17:47:13 +0000 Peanuts890 2121@http://www.perfectforms.com/forums/ <p>Still don' know how to open it as we don't have any current emails with links or dashboard notifications. Perhaps I'm missing something basic - please advise. </p> http://www.perfectforms.com/forums/topic/force-a-form-closed#post-2120 Tue, 19 Apr 2011 15:55:11 +0000 Dennis @ PerfectForms 2120@http://www.perfectforms.com/forums/ <p>Even if an instance is in a closed stage it can still be opened. If there is no path for it to follow in the workflow it will simply remain in the same stage when it is submitted. </p> http://www.perfectforms.com/forums/topic/force-a-form-closed#post-2119 Tue, 19 Apr 2011 08:36:54 +0000 Peanuts890 2119@http://www.perfectforms.com/forums/ <p>I understand that mapping an instance to a new version will not actually be in the new version until it is opened and submitted. My question is, if an old instance has apparently gone through its whole process from the opening stage to a closed stage how can it be opened and submitted. </p> http://www.perfectforms.com/forums/topic/force-a-form-closed#post-2118 Tue, 19 Apr 2011 00:06:27 +0000 Dennis @ PerfectForms 2118@http://www.perfectforms.com/forums/ <p>That is not what I meant. Once you map an old instance to a new version the old instance will not actually be in the new version until it has been opened and submitted. </p> http://www.perfectforms.com/forums/topic/force-a-form-closed#post-2115 Mon, 18 Apr 2011 17:23:32 +0000 Peanuts890 2115@http://www.perfectforms.com/forums/ <p>No the instances were created using the latest version of the form. Not sure what you mean submit each one again. Each of our instances are serial numbered for audit purposes in a financial environment. We can't just delete a form and re-do it if that is what you mean. </p> http://www.perfectforms.com/forums/topic/force-a-form-closed#post-2114 Mon, 18 Apr 2011 16:16:08 +0000 Dennis @ PerfectForms 2114@http://www.perfectforms.com/forums/ <p>Is it possible that the instances were created in a version of the form where the stage was not defined as a closed stage? If so, map the instances to the latest version of the form and submit each one again. </p> http://www.perfectforms.com/forums/topic/force-a-form-closed#post-2113 Mon, 18 Apr 2011 10:18:09 +0000 Peanuts890 2113@http://www.perfectforms.com/forums/ <p>The instances have reached a stage that is defined as a "closed" stage. I also have my own status flag which monitors the progression of a form and it indicates that the form reached a closed stage. </p> http://www.perfectforms.com/forums/topic/force-a-form-closed#post-2106 Thu, 14 Apr 2011 17:33:53 +0000 Dennis @ PerfectForms 2106@http://www.perfectforms.com/forums/ <p>If the instances are in your stage called "closed" have you indicated in the workflow that the stage called "closed" is a closed stage? OR are the instances not in the correct stage? </p> http://www.perfectforms.com/forums/topic/force-a-form-closed#post-2101 Thu, 14 Apr 2011 13:30:33 +0000 Peanuts890 2101@http://www.perfectforms.com/forums/ <p>I have a number of forms which have completed the workflow to the closed stage, yet they do not appear to be closed. Is it possible to force them closed. </p> http://www.perfectforms.com/forums/topic/managing-notifications-in-your-gmail-account#post-1953 Tue, 08 Feb 2011 00:12:46 +0000 Dennis @ PerfectForms 1953@http://www.perfectforms.com/forums/ <p>Another solution is changing your settings in your Gmail account. If you are receiving a lot of notification email from the same sender wit the same subject, Gmail's grouping makes it difficult to sort them daily. Turn of Conversation view in Gmail. It is easy, and saves a lot of confusion. In Your Gmail account go to Settings. Scroll down to Conversation view, and click the "Off" radio button. </p> http://www.perfectforms.com/forums/topic/roles-in-workflow#post-1935 Thu, 27 Jan 2011 22:32:59 +0000 Dennis @ PerfectForms 1935@http://www.perfectforms.com/forums/ <p>The easiest way to test if you have it right is to put two fields on your form for role and stage. When the form opens set the fields with stage and role. Then run your test. Make sure you remove or hide these fields before you publish your form into production. </p> http://www.perfectforms.com/forums/topic/roles-in-workflow#post-1932 Wed, 26 Jan 2011 15:59:39 +0000 evelina.liu 1932@http://www.perfectforms.com/forums/ <p>Regarding the object state (hidden/normal...)based on the corresponding workflow stages and roles, is it true that we should be able to preview the results through "Preview" (from menu Form) the form with desired setting of "Stage" and "Role" (from State and Mandatory). I am having an issue where the object is correctly displaying (with Normal state) when I am previewing it through View as Stage and Role. However when I actually tested it out with a published form instance on the desired stage through the notification email link as you have described, this particular object however becomes Hidden at the stage for this role. </p> <p>Is it possible that there is a difference between Preview (based on stage and role) and the actual published form regarding object state? Is there any other way for me to test and see the objects' states during form development? Thanks. </p> http://www.perfectforms.com/forums/topic/duplication-of-email-notification#post-1914 Tue, 18 Jan 2011 10:35:57 +0000 Peanuts890 1914@http://www.perfectforms.com/forums/ <p>We are experiencing an intermittent problem where email notifications are being sent out twice. The header information and content of the two emails are identical. It basically looks like they are being sent out twice.<br /> I say intermittent as it does not happen every time. There is no apparent pattern to the problem, it applies to different applications, to different recipients and there is no pattern to the time of day it occurs.<br /> Our IT department have checked Microsoft Exchange and when the problem occurs, Exchange is receiving two emails from Perfectforms.<br /> Any other users experiencing a similar problem and is there a fix?<br /> Regards. </p> http://www.perfectforms.com/forums/topic/roles-in-workflow#post-1693 Tue, 28 Sep 2010 23:50:40 +0000 Dennis @ PerfectForms 1693@http://www.perfectforms.com/forums/ <p>The state of your form objects can be set depending on the work flow stage and the role of the person viewing the form. In other words, you can make an object like a drop-down hidden, read only, disabled, or editable depending on who is viewing the instance, and when they are viewing it.</p> <p>There are a couple of pieces to this functionality that I will address here: Getting the form to recognize when the person in a specific role is viewing the instance, and the difference between "default" and "normal" states.</p> <p>For an instance to recognize a person as occupying a role, they must receive a notification and access the instance from that notification. It is important to note that the notification must specify the role in the general tab of the notification. </p> <p>Regardless of the stage and role, if the state of an object is set to "default", it will return to the state it was most recently, or was at the time of last submission. If you want an object to become readable and editable, use the "normal" state. </p> http://www.perfectforms.com/forums/topic/managing-notifications-in-your-gmail-account#post-1675 Thu, 09 Sep 2010 17:32:47 +0000 Dennis @ PerfectForms 1675@http://www.perfectforms.com/forums/ <p>Gmail (and other email clients) will group emails from the same sender with the same subject. If you are using Gmail and receive regular notifications from a form, you may run the risk of missing an important notification because it is lost in a very large group of all of the notifications from the same form with the same subject.</p> <p>A solution to the problem is dynamic population the subject of your notifications based on a condition. I think the easiest way to accomplish this is to insert a field in the subject line. That field could be any field in your form (including hidden fields)and you could set it with any value you choose based on whatever conditions you want. </p> http://www.perfectforms.com/forums/topic/dynamically-configuring-a-user-group#post-1497 Mon, 14 Jun 2010 20:06:59 +0000 tmrhymer 1497@http://www.perfectforms.com/forums/ <p>I assume you mean the notifications? It sounds like you have a bunch of paths leaving one stage and going to a whole bunch of other stages, each stage being for a different role. If that's the case, are each of those roles technically the same stage, just different recipients? If so, I would bring those all into one stage. Now you would just have a stage with a single path going to this next stage (all of your previous stages lumped into one). In that paths properties, I would create branches, one for each scenario, testing for these various parameters the user has entered into the form. So now, once you decide who the form should go to, send the notification. You will have a notification command for each of your possible roles. By placing that logic inside of the behavior, it should give you a cleaner workflow diagram. You probably would want to add some type of comment documenting this for future reference.<br /> <a href="http://www.perfectforms.com/Documentation/manual/html/?bb_do_not_attempt_to_manage_workf.htm" rel="nofollow">http://www.perfectforms.com/Documentation/manual/html/?bb_do_not_attempt_to_manage_workf.htm</a> </p> http://www.perfectforms.com/forums/topic/dynamically-configuring-a-user-group#post-1494 Fri, 11 Jun 2010 16:58:10 +0000 asrivastav 1494@http://www.perfectforms.com/forums/ <p>Is it possible to dynamically assign a user-group to stage in the workflow? Basically, our workflow is going out-of-control with the number of branch conditions and the end doesn't appear to be coming any time soon. To alleviate this problem, I was hoping that I could dynamically assign a user-group to a stage in the workflow so that emails get sent to the "right" people(s) based on parameters entered by the user. Is that possible?</p> <p>Thanks,</p> <p>Avaneesh </p> http://www.perfectforms.com/forums/topic/notifications-cancelling-without-condition-being-met#post-1420 Fri, 14 May 2010 16:20:24 +0000 ijobling 1420@http://www.perfectforms.com/forums/ <p>Can only think there may be some other 'rule' in the notifications either in this stage submission or another that may be conflicting, but if you still see this when you have upgraded and can't see why, please raise via the support ticket, attaching your form (also advise where on the form this notification is) and we can check it out to see what is going on </p> http://www.perfectforms.com/forums/topic/notifications-cancelling-without-condition-being-met#post-1415 Wed, 12 May 2010 20:54:09 +0000 TWenzel 1415@http://www.perfectforms.com/forums/ <p>I have notifications set to cancel ("this instance only") when a certain condition is met (Stage=Closed). When I use the notification to access the instance and submit the form a second time (but not advancing to Closed stage); the notification is cancelled.No other actions initiated on the instance in between or after submits. What am I missing? We are currently on 1.16 about to upgrade to 1.17. </p> http://www.perfectforms.com/forums/topic/invalid-email#post-1293 Mon, 22 Mar 2010 17:01:29 +0000 Peanuts890 1293@http://www.perfectforms.com/forums/ <p>Thanks - will look into using your suggestion </p> http://www.perfectforms.com/forums/topic/lost-email-notification#post-1292 Mon, 22 Mar 2010 16:38:00 +0000 Peanuts890 1292@http://www.perfectforms.com/forums/ <p>Thanks - forgot about the notification being available through the dashboard. </p> http://www.perfectforms.com/forums/topic/invalid-email#post-1291 Mon, 22 Mar 2010 16:11:11 +0000 ijobling 1291@http://www.perfectforms.com/forums/ <p>Can't see any reason why you can't do this already. depends what you mean by 'external list'. if this is a database table for instance, then you can do this using the 'connect' action where you can set the 'send parameter' to the 'entered email address' with the return parameter set to the email address.. and then using the Special - last behaviours command was successful' property (ie if it found the email address it was 'successful', if it did not find the email it would not be successful) in a condition you can stop users proceeding until your requirements are met</p> <p>have a look at the interactive example form on this<br /> <a href="http://www.perfectforms.com/Documentation/manual/html/admin_database_lookups_examples.htm" rel="nofollow">http://www.perfectforms.com/Documentation/manual/html/admin_database_lookups_examples.htm</a><br /> where you can see how this property can be used </p>