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How can I build a workflow for office use into my form?Asked by MarkelHomes on October 24, 2016 at 02:57 PM
My form will go to customers to enter warranty items (12 items with photos plus unlimited additional items without photos). After the form is submitted, I would like the warranty manager to be able to approve/deny each item and add comments. I would also like additional fields to appear for the warranty manager to complete (date work is scheduled, to whom it is assigned, and date completed). Is it possible to add these fields so they are hidden to the customer but visible to the warranty manager (he could enter a password). I think this can be done using some combination of collapse fields and conditional logic but I need help.
workflow hidden fields
Please check the next thread to get an idea about hidden fields.
Conditional logic is also an option, this is possible to show multiple fields and/or collapse based on some input value.
If you have any follow up questions, please let us know. We will be happy to help.
Thank you! The hidden boxes work really well to capture the information. However, I cannot figure out how to add the submit button so that it appears immediately after the hidden boxes in the edit mode. I've created a new submit button and set it up with conditional logic to appear if any of the hidden boxes are filled. When I go into the pdf, click edit, and enter information into the hidden boxes, the submit button that I created shows up in my original form at the very end. I don't want to have to click through the form to find it--I would like it to display just after the hidden boxes as the secondary user fills them out. Any suggestions?
We cannot change the position of the submit button, so you might consider adding a separate submit button after each hidden field. Then, show those submit buttons with condition, or separate conditions for each submit button (specific hidden field is filled = show specific submit button).