Improved PDF Preview, or batch editing of field required/not required

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2 comments

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    Sara Kaplow, Community Manager

    Hi Jacob,

    Thanks for your feedback. I want to make sure I understand what the goal here is, so that we can brainstorm some possible solutions. What you're need is to be able to show a PDF that has values specific to the customer entered for them to review before signing. Then they agree, sign, and you're able to proceed - does that sound right? 

    A couple of similar requests exist that might get at that ability, particularly this one about previewing the PDF before sync: https://help.gocanvas.com/hc/en-us/community/posts/360006758594-View-PDF-Print-Preview-Option. This is something we've heard on regular basis and are considering as a future feature. 

    One way to maybe get to exactly what you need right now is a little complex, but possibly do-able. Basically, you'd have two Apps. One would capture the field that show what users must inspect (no signatures - just those fields). You'd submit that App in order to generate the PDF for review. Then, you'd use Zapier to populate that those same fields in another App, this one with signature fields. 

    In a little more detail, that flow would work like this: 

    1. Fill out App 1:
      Field 1
      Field 2
      Field 3
    2. Submit.
    3. Zapier creates a new Submission in App 2 using Dispatch to pre-populate Fields 1-3 to be the same values as in App 1:
      Field 1
      Field 2
      Field 3
      Signature 1
      Signature 2
      Checkbox field: This contract has not been approved to proceed.
    4. Review PDF from App 1 with Fields 1-3 with Customer.
    5. If Customer approves that that's the work to be done, user opens up App 2 and captures signatures and submits.
    6. If work is NOT approved, user opens up App 2 and checks that checkbox and submits.

    Does that make sense/help at all? 

    Thanks!

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    Jacob Laughlin

    Hi Sara, 

    I believe I understand the general flow of this solution, but will still end up with a somewhat tedious problem. It appears that I will need to make two forms for each job that we get, some with signatures and some without. For small apps I can see that this would represent a relatively small amount of time, but for these forms that get sent to the customer, the app can be up to forty screens long. I looked at the feature request that you linked, and believe they are experiencing a similar issue. Looking at the comments, it appears that a lot of users' difficulties would be relieved if there were some other options on the PDF preview when you create the app, such as not autopopulating with "<field name> Value", but instead leaving app-designer input data. For most of our fields, when the quality engineer creates the app he will fill these in as a read-only, as that is all the information the customer will sign off on, and then all the information the inspector will use when inspecting the components. Thanks for the help, please let me know if you think of any other solution that could potentially work more quickly. 

     

     

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