- Mon May 08, 2017 11:30 am
#790672
Hello,
I'm fairly new to ProcessMaker and I seem to be stuck. Basically I want to allow the user/client to fill out a few Dynaforms with information, then I want them to be able to look over / review their answers as a PDF export. There are about 10 forms but I would want to consolidate all of the forms into 1 PDF export if possible and if not then allow them each to be downloaded or uploaded if they maybe wanted to fill it out on paper and then send it to the process instead. It would then go to a manger for review.
-> Client Intake
-> Client file review/document upload or download
-> Manager Review
I've done some review forms in the tutorials but not on a hefty scale, what would be the best way to do this? If this is too much, is it possible to have PM automatically create an input form of the Dynaform/information entered without uploading anything?
Thanks,
I'm fairly new to ProcessMaker and I seem to be stuck. Basically I want to allow the user/client to fill out a few Dynaforms with information, then I want them to be able to look over / review their answers as a PDF export. There are about 10 forms but I would want to consolidate all of the forms into 1 PDF export if possible and if not then allow them each to be downloaded or uploaded if they maybe wanted to fill it out on paper and then send it to the process instead. It would then go to a manger for review.
-> Client Intake
-> Client file review/document upload or download
-> Manager Review
I've done some review forms in the tutorials but not on a hefty scale, what would be the best way to do this? If this is too much, is it possible to have PM automatically create an input form of the Dynaform/information entered without uploading anything?
Thanks,