http://www.perfectforms.com/forums/ Forums for the PerfectForms.com Application en Thu, 09 Sep 2010 09:40:27 +0000 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> http://www.perfectforms.com/forums/topic/lost-email-notification#post-1290 Mon, 22 Mar 2010 16:01:28 +0000 ijobling 1290@http://www.perfectforms.com/forums/ <p>there is no 'automatic' resend method and you will basically have to program this into your form and using the 'new version' and 'map versions' functions, deploy a new version of the form, transfer the existing instances into this new form so you can then resend.</p> <p>The form will probably be in the 'next stage' but you can look at adding in a method so you could reload the form in this stage and then resend the notification but not then changing the stage of the form when you submit. Something like a 'check' box you need to check on the form and then if your workflow path conditions are reviewed for the next stage the form should have been sent to so it will only go to the next stage if this checkbox is NOT selected, then the form can be submitted, a notification sent but it does not go into the next stage.<br /> Remember of course that you will need to ensure that this 'check' box is unselected as the form is then accessed by the correct users so it will then route to the next stage as expected. Publish the form as a new version and 'map' the old instance into this new form, so you can then re run the form</p> <p>I would say thought that it may be best initially (assuming that the user does not have a 'deleted email' folder he/she can access to find what they deleted) to talk to your mail admin as they may have a log of the emails sent and can 'resend' from there ? </p> <p>Also though, and dependent on how many 'users' you have in your account, if you use the 'attention is needed' function in the email notification, your users can always access the form from the notifications dashboard as well if they delete emails that they shouldn't :) </p> http://www.perfectforms.com/forums/topic/invalid-email#post-1289 Mon, 22 Mar 2010 15:33:00 +0000 Peanuts890 1289@http://www.perfectforms.com/forums/ <p>Other than using a drop-down list or a user group, is there or is there going to be a facilty to check email addresses against an external list.<br /> Thanks </p> http://www.perfectforms.com/forums/topic/lost-email-notification#post-1288 Mon, 22 Mar 2010 15:25:03 +0000 Peanuts890 1288@http://www.perfectforms.com/forums/ <p>Have had a couple of occasions where email notifications with links have been deleted by the user before accessing the form. Is it possible to re-issue an email notification with the link to a form. </p> http://www.perfectforms.com/forums/topic/continous-notification-proccess#post-915 Fri, 30 Oct 2009 20:51:48 +0000 pointreyes 915@http://www.perfectforms.com/forums/ <p>I think I solved it!<br /> 1) Keep the workflow on the form. If I remove the workflow the roles will not work.<br /> 2) Don't use the submit button. Use the normal button.<br /> 3) Copy the process in the workflow into the normal button's behavior and add the Submit Data Form command at the end of the behavior.<br /> 4) Remove the Send e-mail check from workflow notifications (prevents multiple email).<br /> What happens:<br /> User is capable of making changes at anytime and email notifications start at the correct stage. All the roles are kept intact so the links on the email will take the email recipient to the correctly formated form based on the role. So far, I have not had a hiccup using this method on the testing I have done. However, next week will be a more extensive test period - if I have a problem I will post it here first. </p> http://www.perfectforms.com/forums/topic/continous-notification-proccess#post-888 Tue, 27 Oct 2009 20:25:16 +0000 rgatson 888@http://www.perfectforms.com/forums/ <p>Hi Pointreyes, I saw your support enquiry. I've responded to that and we can continue to use the support form. </p> http://www.perfectforms.com/forums/topic/continous-notification-proccess#post-883 Mon, 26 Oct 2009 18:03:30 +0000 pointreyes 883@http://www.perfectforms.com/forums/ <p>This form needs to allow constant changes by the user for the next two years. It has a simple workflow that seems to work on the first pass. However, on the next pass notification is not invoked. I have tried using the 'Set Next Stage' behavior to cause the last stage in the process to go back to the first stage but that is not working.</p> <p>e.g. User asks for two items out of a possible four items. User submits 2 items, those items are approved and emails are sent-out. Form is approved. Now the user is ready to submit another item on that form - submits and no email to the approver. If the approver approves of the request then an email should go out to inform requester that the new request has been approved - no email was generated.</p> <p>Is there a way to cause email notification in each stage regardless of what stage it is in? In other words, if in stage 3 and stage 2 was re-submitted then send out an email about stage 2. </p> http://www.perfectforms.com/forums/topic/notifications-email#post-498 Thu, 11 Jun 2009 12:35:21 +0000 ddejonghe 498@http://www.perfectforms.com/forums/ <p>Could that be a request for a future 'on demand' version....:-) </p> http://www.perfectforms.com/forums/topic/notifications-email#post-497 Thu, 11 Jun 2009 11:57:38 +0000 ijobling 497@http://www.perfectforms.com/forums/ <p>In the 'on demand' version, you can't change this. </p> http://www.perfectforms.com/forums/topic/notifications-email#post-494 Wed, 10 Jun 2009 20:29:37 +0000 ddejonghe 494@http://www.perfectforms.com/forums/ <p>My notification emails are all send from <a href="mailto:perfectforms@perfectforms.com.">perfectforms@perfectforms.com.</a> Where do I change this email adress? </p> http://www.perfectforms.com/forums/topic/variable-approver-routing#post-424 Fri, 22 May 2009 11:23:02 +0000 ijobling 424@http://www.perfectforms.com/forums/ <p>James</p> <p>still wouldn't see this as necessarily complex but key probably I'm not seeing is how you are able to identify what regions a specific product is sold in. If each product has a defined 'sold in' set of regions, do you have that information stored anywhere? in a database table for instance. if so, then as a product is selected on the form, you could then write back this information to a field on the form with a 'connect' action and then use that data in your branch condition. then you only need 6 options in the branch.</p> <p>if you are looking though at having to control the routing with the condition based on the product itself, yes, I could see this would be not as easy </p> http://www.perfectforms.com/forums/topic/variable-approver-routing#post-423 Thu, 21 May 2009 15:34:56 +0000 jlau 423@http://www.perfectforms.com/forums/ <p>Sorry for the confusion, the number of approval combination scenarios depend upon what region(s) the product is being sold to. For example, the regions are US, Asia, Europe, and Africa.</p> <p>Scenario 1) If the product is being sold only in US, only the US manager needs to approve.</p> <p>Scenario 2) If the product is being sold in US and Asia, only the managers from those two regions need to approve.</p> <p>Scenario 3) If the product is being sold in US and Africa, only the managers from those two regions need to approve.</p> <p>Scenario 4) If the product is being sold in Europe and Africa, only the managers from those two regions need to approve.</p> <p>Scenario 5) If the product is being sold in US, Europe and Africa, only the managers from those three regions need to approve.</p> <p>Scenario 6) If the product is being sold in US and Africa, only the managers from those two regions need to approve.</p> <p>With that said, it could have lots of conditions and I'm looking to see if Perfectforms has a better way to handle this rather than setting up hundred of routing conditions.</p> <p>Thanks for you help.<br /> James </p> http://www.perfectforms.com/forums/topic/variable-approver-routing#post-422 Thu, 21 May 2009 08:54:27 +0000 ijobling 422@http://www.perfectforms.com/forums/ <p>that is entirely possible of course, but all depends on your rule. if the driver is the location where the product is sold and you have 5 location involved, then you would only need to have 5 conditions.. and under each is a notification action that is set to send out the emails appropriate for that selection. One notification action can be set up to send out as many notification as you need </p> http://www.perfectforms.com/forums/topic/variable-approver-routing#post-418 Wed, 20 May 2009 16:40:47 +0000 jlau 418@http://www.perfectforms.com/forums/ <p>given the example of 5 regions, wouldn't the number of possible conditions be enormous? </p> http://www.perfectforms.com/forums/topic/variable-approver-routing#post-414 Wed, 20 May 2009 09:28:25 +0000 ijobling 414@http://www.perfectforms.com/forums/ <p>within your workflow diagram, where you define the notification actions would probably be the best place for such a scenario, where you can encompass the notification rules within a conditional script (simple or multiple branch actions depending on your specific requirements) </p> http://www.perfectforms.com/forums/topic/variable-approver-routing#post-411 Tue, 19 May 2009 23:59:07 +0000 jlau 411@http://www.perfectforms.com/forums/ <p>What is the best approach to do variable approver routing? Scenario is during the approval routing, depend upon where the product will be sold, the approval may only go to 1 regional manager for approval or up to 5. For example, the regions are US, Asia, Europe, and Africa. So the approvers could be US only, or US and Asia, or Asia, Europe and Africa, or US and Africa, etc. </p> http://www.perfectforms.com/forums/topic/work-flow-stages-advance-without-permission#post-375 Fri, 08 May 2009 13:22:37 +0000 ccapra 375@http://www.perfectforms.com/forums/ <p>Thanks Ray - that helps! </p> http://www.perfectforms.com/forums/topic/work-flow-stages-advance-without-permission#post-367 Thu, 07 May 2009 22:03:42 +0000 rgatson 367@http://www.perfectforms.com/forums/ <p>Hi Christine, are you accessing the form from a notification email, or are you accessing the form from the notification view of the Perfectforms Dashboard? </p> <p>In your workflow diagram, as you transition from one stage to another, are you sending notifications to yourself? If so, by default, as you access the form from those notifications, the form will move to the next stage. </p> http://www.perfectforms.com/forums/topic/work-flow-stages-advance-without-permission#post-364 Thu, 07 May 2009 19:21:21 +0000 ccapra 364@http://www.perfectforms.com/forums/ <p>Why is it that when I submit an instance &#38; reopen the same instance, it moves to the next stage? </p> http://www.perfectforms.com/forums/topic/dynamic-routing#post-272 Thu, 02 Apr 2009 10:20:49 +0000 ijobling 272@http://www.perfectforms.com/forums/ <p>work is 'in hand' to be able to notify to 'multiple' selections (list object and also in table objects as well). Currently it isn't supported I'm afraid.<br /> do you have though any specific 'rules' to what you are looking to do here ? Perhaps in terms of users being allowed to select no more than X users to send to ?<br /> if so, you could run behaviors on the 'when data has changed' event that can write this value (email) out to an individual text field on the form (possibly on a hidden page that the form users can't access) and then set up a notification to those text fields. </p> http://www.perfectforms.com/forums/topic/dynamic-routing#post-271 Thu, 02 Apr 2009 09:45:59 +0000 moona 271@http://www.perfectforms.com/forums/ <p>Hi,</p> <p>I'm still having problems with setting up a List object on my form which can be used to allow a user to choose multiple recipients for a notification.</p> <p>I've tried the "allow multiple selection" option on the List object, but then I can't specify the Value field of the list when setting up my notifications - I want to "Send notifications to Email taken from a field" but instead of being able to specify the Value field of the list object, I'm forced to specify one of the rows. </p> <p>Can you advise on this please?</p> <p>Many thanks,<br /> Ali </p> http://www.perfectforms.com/forums/topic/dynamic-routing#post-264 Wed, 01 Apr 2009 14:43:56 +0000 moona 264@http://www.perfectforms.com/forums/ <p>Thanks, that's really useful. On the last bit though - I'd like the user to be able to pick multiple users to receive the form. </p> <p>I've created a simple form with a list and a submit button. The list is configured with a few names (as the captions) and e-mail addresses (as the values). The submit sends a notification to the selected e-mail addresses. My problem at the moment is that I can't seem to select more than one option in the list when it's on the form so I can't any further.</p> <p>Do you have any suggestions?</p> <p>Many thanks,<br /> Ali </p> http://www.perfectforms.com/forums/topic/dynamic-routing#post-261 Wed, 01 Apr 2009 10:03:12 +0000 ijobling 261@http://www.perfectforms.com/forums/ <p>Moona</p> <p>you can control how the form routes in the W diagram, not only in terms of the condition you can set to dictate what 'stage' the form can go to, but also in the behavior area where you can also define conditions with the branch action (simple or multiple) to control who the notifications go to as well.<br /> in terms of the form user being able to select from a drop down who is to receive the form, the notification can be set to 'value of' that field, and if the value of the drop down is that users email address, they will receive the notification</p> <p>hope that helps </p> http://www.perfectforms.com/forums/topic/dynamic-routing#post-258 Tue, 31 Mar 2009 13:58:12 +0000 moona 258@http://www.perfectforms.com/forums/ <p>Hi there,</p> <p>Is it possible to define the individuals/user groups to receive a notification based upon the way in which the form has been filled out?</p> <p>For example, if the user filling in the form is from Organisation A, then the form should be sent to the Organisation A User Group for approval by one of Organisation A's senior managers. Also, if the initiating user has specified that the form is to be sent to Organisation B (as opposed to Org C or Org D), then the form should be routed to the Organisation B User Group after it has been approved by a senior manager at Organisation A.</p> <p>Once the form has been picked up by a member of the Organisation B User Group, that user should be able to dynamically define (perhaps from choosing from a drop-down list) which individuals in Organisation B need to see the form and notify them to look at it.</p> <p>Can you advise me on how this dynamic routing logic could be implemented?</p> <p>Many thanks,<br /> Ali </p>