http://www.perfectforms.com/forums/ Forums for the PerfectForms.com Application en Wed, 08 Feb 2012 03:43:40 +0000 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-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-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-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/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/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/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-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-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-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-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-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-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-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> http://www.perfectforms.com/forums/topic/dynamic-workflow#post-223 Tue, 17 Mar 2009 21:03:43 +0000 wliang 223@http://www.perfectforms.com/forums/ <p>Hi, I was wondering if it is possible for the users to expand the workflow of a form. </p> <p>For example, Manager A is not sure if he should approve a submitted form, so he forwards it to Manager B, Manager B is not sure either, so he forwards it to Manager C, so on and on until someone actually approves it. </p> http://www.perfectforms.com/forums/topic/email-notifications-not-being-received#post-72 Wed, 26 Nov 2008 10:14:59 +0000 ijobling 72@http://www.perfectforms.com/forums/ <p>Q:Users are entering invalid email addresses on forms and the form is therefore not routing correctly.<br /> A: Look to user options to route to 'user-group', 'positions' that you have control of so users are not required to manually enter email details where they can easily enter them incorrectly. Alternatively, set a drop down object with the recipients name as the caption, and their email address as the value so users can select from the list. Your notify actions can then be set to this field </p>