Here's what I'd like to do but not sure how to. I have a form that's like a typical doctor/school form, where the form has 2 sections: [1] Section 1 at the top is for user (with standard fields like First Name, Last Name etc.), and [2] Section 2 at the bottom is for Admin/Office use only (with fields like Reviewed by, Approved/Not Approved etc.)
what I was able to do is to process Section 1 where I got ALL users' submission and display all their data on a webpage using a RepeaterWithCustomQuery. That's pretty basic. But in order to do what described above, I guess that I'll need to pull the submitted data and populate them back to Section 1 of the form (maybe as readonly data at this time) and then the Office/Admin staff can fill in Section 2.
I hope I made sense and hope that someone can point me to the right direction. I only use Portal Engine, no access to file system or backend.
I think I understand your issue you want to have some sort of an editor for biz form data. Similar to what you have in the admin. And the problem is that you don't have access to backend. :( Such thing is available for custom table data (there is web part), but not for biz form data. There is no ready to use web part. Here is old topic on that https://devnet.kentico.com/questions/how-to-edit-the-information-of-a-record-using-the-bizform-layout.
you want to have something like the admin page for editing form records:
/CMSModules/BizForms/Tools/BizForm_Edit_EditRecord.aspx?formID=7&formRecordID=1
but customized :(. I'd say without back end access the only options I see:
Create a new role "Biz Form Editor" (or use existing) that has rights only to edit biz
form data. So all your people who do "validation" part must have a
Kentico account with role "Biz Form Editor".
Add link above to your repeater with appropriate record id.
P.S. There are special code names for alternative forms (https://docs.kentico.com/k8/configuring-kentico/creating-alternative-forms/code-names-of-automatically-used-alternative-forms). If you create an alternative form with special name update the system will automatically load it when you edit the record.
Not sure that I understood correctly your question. But what you need is to use alternative forms. So the idea is that one form is for "registration" and the 2nd one for "validation".
So in your registration form you show only firstName, lastName etc and you don't show "validation" fields. In the validation form you show firstName, lastname etc as label and show textboxes for validation fields.
Related
I have created a Google Survey and I want to be able to pass URL parameters into the survey so that I can track where responses are coming from. Ideally these URL parameters will be populated into the spreadsheet.
I have tried something like this:
https://docs.google.com/forms/d/HASH/viewform?src=MY_SOURCE&ref=MY_REF
However, this doesn't seem to be working.
Any help or comments appreciated!
There is no way to pass hidden information, but you can pre-fill form fields using URL parameters:
Open a form in Google Forms
In the top right, click More [...]
Choose Get pre-filled link
Fill in any answer fields you want to pre-populate
Click Submit
To send the pre-populated form to respondents, copy and send the link at the top
I came across this and decided to do the following.
Create a form
At the bottom add your own parameters (lets say user_id)
Click the triple dots on the top right to get a prefilled link
Fill the user_id parameter with user_id
Click Generate and copy the link (Bottom left)
Your link will look like this: https://docs.google.com/forms/d/e/1FAIplshiflshdlshdflkhlkb0Exboi5usdfsdf-f/viewform?entry.1370129364=user_id
In my case I wrote something that replaces {user_id} with the actual user id. The link looked like this: https://docs.google.com/forms/d/e/1FAIplshiflshdlshdflkhlkb0Exboi5usdfsdf-f/viewform?entry.1370129364={user_id}
I did a simple replace (e.g user_id = 123455) link looks like this https://docs.google.com/forms/d/e/1FAIplshiflshdlshdflkhlkb0Exboi5usdfsdf-f/viewform?entry.1370129364=123455 and clicking on it will fill the user_id in the form with 123455
Do this if you don't mind the users to be able to change the data (most of them don't).
I've wanted to pass through hidden information through a Google Form and came up with a little work around:
Create a new page/section (old vs new forms) on the form with the questions that you want filled. If you have multiple pages, make the hidden page the last for simiplicity.
Use the "continue to page" option on the last page/section you want visible to go to Submit.
Use the prefill tool to get the entry IDs and set up the link as you need.
When a user accesses the form through the pre-filled URL, the hidden data will be filled in on the hidden page and submitted with their other answers... Although it will be hidden from an EU standpoint.
I use this frequently for transferring data from one form to another. With the CopyDown addon to copy the formula after each form submit so that it builds the pre-fill URL, that when clicked, has just the essential questions (i.e. record number, name, etc.) to verify the info. Hit Next, then Submit!
Google Form is not allow you to pass information, you may consider use another method/flow in your system
With that said, there is a question that seems to be asked a lot and has answers - but I'm not a programmer 'enough' to understand all the different explanations. I was hoping for something more clear and concise to my very specific example and need.
I have two forms. (I might also add this is being used on Wordpress)
One form is on the first page and will collect age, home value, and debt owed - all in drop down select fields.
The second form is on the next page and will collect other contact information and upon submit - will post all the fields to my CRM.
I have been able to successfully get the data from the first form into a query string on the page of the second form. But try as I might - I just can't figure out how to get the field data from the query string into my field forms. (Both display or pre-populated and as a value ready to be submitted once the rest of the fields are completed.)
Here is an actual query string:
http://example.com/2-form-test-2-of-2/?age=75&value=572%2C500&lien=107%2C500&sendbutton=#.UYSBEKKG2So
I simply need to get "age" - "value" and "lien" from that query string showing in the fields on the 2nd page. Simple is best - even if it's 'hack-ish' as I will most likely just include the code directly on the Wordpress page that includes this form.
One possible solution is to add a piece of javascript that gets fired on page load and:
1) disables form post button
2) populates form fields with values from URL
3) enables form post button
If these values are just suggestions for user, which he could easily change before posting — this should work.
If, on the other hand, these values are internal and unchangeable by user, you should not expose these in editable form and allow user to change those by editing URL or form posting (but including these as read-only page fragments is apparently ok).
This is place for only programmers. To become a programmer, please refer some online resources and ebooks. without knowing basic concepts, you can't understand anything.
even after understanding basics, if you have doubts, you can ask here, providing the code samples you have developed.
I've created my own solution with a custom entity of type activity. I'd like to show a message whenever a new instance of it is created using an existing contact but not allow the user to create one, if only attempting to do that without going via contact.
Basically, my aim is that it won't be impossible to just create that activity (the form will be hidden directly at any attempt except for one way only). The user will have to go to contacts (or leads etc.) and in there add and create an instance of the custom activity entity. That way, I can assure that the field "regarding" will be filled out already.
I'm guessing that I need to detect somehow that the opening of the form is a creation attempt. How can I do that?
Also, as it is now, the user can't create a contact-less activity of the custom type because it doesn't appear on the menu with other activities. I must have disabled it somehow but I have no idea how. Anybody who has one?
You could do this a bunch of ways but the easiest would probably be to:
Make the regarding field read only.
Make the regarding field mandatory.
That way if a user opens a create new form they wont be able to set the regarding and because its mandatory they wont be able to save the record. When they open via an existing contact the regarding field will be mapped automatically. That said in this case just making it mandatory my be enough.
(As a side JavaScript can be used to identify the current form state, but I'm not sure how useful that is here).
In terms of where custom activities appear, by default mine show in a number of locations, for example:
CRM > Workplace > Activities > Ribbon > Other Activities > XXX.
CRM > Workplace > Activities > View Selector > XXX.
They don't show under the left hand navigation of the workplace because they are grouped under 'Activities'. I'm pretty sure these are all the default settings.
You can exercise greater control by editing the sitemap, where you can put pretty much anything, anywhere.
In addition to Mr Wood, I'd like to show you some code. It works as supposed to but I'm not sure if it's optimal.
var foo = function () {
var whatIsGoingOn = Xrm.Page.ui.getFormType();
if (whatIsGoingOn === 1)
alert("Let there be an entity!");
else
alert("Not a creation...");
}
The other states' (deletion, update etc.) numeric values are listed here.
Answering the second part of your question:
When you create a custom activity you can choose whether to have it appear in 'normal' Activity menus or not by checking the box at the top right of the entity form. This is a once-only choice as far as I know and can't be changed later.
For your setup, I would suggest NOT checking this box, so it does not appear in the activity menus to avoid users even being tempted to do it that way.
Instead, add an explicit relationship to the activity N:1 to Contact, and another N:1 to Lead. Use this relationship to add your activity to the left navigation of Contact and Lead forms, or add a grid for them (depends on how you want to use this and if you need to filter the view to something other than the default "Associated View").
When a user navigates to this section they will see if any previous activities of this type exist, and be able to add a new one. BUT this means that the child record is a child via this relationship, not using "regarding", so use a script on the form for the activity so that if Contact is filled in, it is copied to Regarding, and if Lead is filled in then that is copied. If neither, then use an alert or other means to warn the use that something is wrong (see comment earlier). If you want Regarding to be read-only but filled in by script, you will need to make sure to use the force the value to be saved:
Xrm.Page.getAttribute("regardingobjectid").setSubmitMode("always");
You must have the lookups for Contact and Lead on the form to be able to use them in your scripts, but you can make them not "visible by default" so they are there but not seen by the user (and taking up no space).
I am new to Drupal and trying to get hand on it.
I am not able to find how to have the following functionality on my site. If anyone can help me out, it would be great for me.
I need to have a form that will take 2 fields one of which is supposed to be the login id(how to retrive login id?). I need to store this and display in tabular form also on a new page. Lastly I want to provide an edit form for this functionality using the same form but its use will be like whenever a person adds value in this form, it checks in Table1, if entry is not present it adds in table, else it updates the table.
Apart from this I need to store all the updations in a seperate table or something like that, so that I am able to see the history of all the changes
Eg:
ADD Form:
Fields:
- LoginID
- Phone number
Show Table Page(Tabular with the stored information)
Edit Form(same as above form):
Fields:
- LoginID
- Phone number
Now If I add my phone number to this it will get stored. Later when I try to modify my number it should update in initial table but also store the history of old and new entry in a separate table so that I can perform varies options on it.
I also dont know how to add/enable form fields in drupal. :(
Thanks
I'm not entirely sure what you're asking, but I think the Computed Field module might be helpful. The module allows you to define custom hooks that run when a node is saved.
If you're not creating nodes and are using something like the Webform module, you should be able to write a module to process the data.
In my SharePoint List, I have an "Employee" column that is a User type field. I would like to add some custom Business Logic to the processing of this field.
Currently, when the user adds a row, I check to see if the user is an Employee or a Manager and then change the behavior on this column accordingly. I do this by statically rendering the field in my custom "ListForm Rendering Template", just before my custom ListFieldIterator. I simply use a standard SharePoint FormField (and FormLabel) control. In the markup of the FormField control, I specify the FieldName (Employee) and an event handler for the Load event. In this Load event, I will check to see if the current user is an Employee or Manager (using two different SharePoint groups). If the user is an Employee I set the value of the field to the current user (this part works perfectly). I also want to change the field so it can't be modified. I thought I might be able to just change the ControlMode on the field (in the code of the OnLoad Event Handler) to Display, but for some reason this has no effect. The field still renders with the full, people picker editor. Am I not changing the fields control mode soon enough? Or is this simply not the correct approach? The other logic I want to put in is if the user is a Manager, I would like to allow that user to select the person from a list (SharePoint group) of Employees. It may be easier to just use the people picker and limit the selectable users to that group. (I think I can do this with the SelectionGroup property.) Although, it would be better if I could just provide a dropdownlist of users, which I could possibly do with a hidden dropdownlist that I would show and event handlers that I could use (handle event selectedindexchanged) to pull the value selected and populate the (now hidden) Employee (user) field. Does this approach make sense? Assuming all that will work, the real difficulty I am having is with changing the ControlMode (rendering) on the field (when the user is an employee) to a label or some kind of read only control, which is how that field renders when viewing the row, which is why I think if I can just trick the control into thinking it is in Display mode then it should work perfectly!
I am still learning SharePoint, but I am very proficient in ASP .Net. This is why I would like to keep my customizations in this Custom Rendering Template, using code behind and leverage my existing skill set as much as properly.
Any thoughts, opinions or advice? Does anyone know why I can't get the column to switch the "Control Mode"?
I do not think that I fully understand your scenario. Some code samples could help.
But anyway it sounds like you want some heavy customizations of the user field. In that case you might want to have a look at creating a custom field with all its advantages and disadvantages. Have a look at MSDN: http://msdn.microsoft.com/en-us/library/gg132914.aspx
Another option might be - in case you do not want to re-use this column in many list definitions - that you can get away with your custom rendering template and create a custom create/edit form where you implement the specific edit behaviour for the field (plain ASP.NET with some SharePoint controls). Here is a nice walk-through on how to grab a custom edit form from SharePoint designer: http://community.bamboosolutions.com/blogs/sharepoint-2010/archive/2011/05/12/sharepoint-2010-cookbook-how-to-create-a-customized-list-edit-form-for-development-in-visual-studio-2010.aspx
I hope this helps. Kr., Bernd.