Issue:

1. Customers need to get to the file downloads and Reports, but Customers don't need to access the form management.

2.  Email management.  Can the form use the login user profile, instead of a hardcode email address, plus send email to the logged in user + users in a roles e.g.. ReviewRole ( every user in this role would receive an email telling them that the customer has uploaded a request).

3. After a form has been filed out.  Have the ability to add comments or changes to the form request, but show the changes as history to the original submited form. Including file history.

So when you look at the reports you will see the history changes.

e..  Original form:ID,SubID,Comment,                                                                                 UserID
                            1, 0      , Please change the Document.txt to include ISO standards.         , Jeff
 change add->       1, 1      ,Changes have been made to add ISO standards to Document.txt. , Paul

4.  Have files store into the database or file system store.

I hope this makes sense.

This was the original email From the previous poster which prompted this respone.

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1. Customers need to get to the file downloads and Reports but Customers don't need to access the form management.

2. Email management.  Can the form use the login user profile, instead of a hardcode email address, plus send email to the logged in user + users in a roles e.g.. ReviewRole ( every user in this role would receive an email telling them that the customer has uploaded a request)

 

 

This is a very nice tool.  We evaluated 3 other tools and they were very hard to use. Jenny said this was the best.

 

Any thoughts on this?

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The solution for this involves modifying several files. NOTE: These actions will affect all portals.

 

1. We need to edit \DesktopModules\Code5Systems_FormMaster\assets\xml\DistpatchMenu.xml

This file drives the Menu when in edit mode. Each Menu Element has a Role Attribute. The possible Values are:

a. “All” means all users who have edit permissions on the module can see this menu item.

b. “Admin” only Administrators or Super Users can see this menu item

c. “SU” only Super Users can see this menu item

 

Task: Enter “Admin” on all Elements except the elements with the Title attribute of Files and Exit.

 

2. If you would like a different Label on the Module Action menu instead of “Manage Form” take the steps below

a. We need to edit DesktopModules\Code5Systems_FormMaster\App_LocalResources\FormMaster.ascx.resx

b. Find the “AddContent.Action” name

c. Change the value “Manage Form” to anything you like for example “View Files”

 

3. The Files Page allows for the deletion of files, but only if the associated form data is saved to the database. When this is the case, the delete button will not show up on the Files List Grid. The files must be deleted with the associated form date in the Reports Page. To make sure the Delete link does not show on the Files page follow the steps below

a. Get to the FM Edit Menu Select Settings > Form Settings and make sure the “Save to Database” is checked

 

4. Go into Module Settings and check the checkbox for any roles you would like to enable View Files functionality

 

5. Upload a file or two

 

6. Login as a user with permissions set as in #4 above and verify that the “Files” and “Exit” menu items are available and that the Delete Link is not on the Files Grid

 

The above changes worked great for Viewing Files and Reports. Thanks.

For the Email Part I should have stated it this way:
I the customer logs in and submit the form. I want the form to send me a copy ( for my record) + I want a copy to go to the ReviewRole ( every user in this role would receive an email telling them that the customer has uploaded a request)

The Module cannot send email by Role, only by Email Address.

Is there a way to remove the File Link from the Email? Show what is uploaded but don't add a link to the email?

See this thread

The Anchor Tag is part of the data. With some fancy XSL Transformation you might get the name of the file from the link.