Associating a form with a task

Associating a form with a task

You can associate a form (that your administrator created and made available) with a task. Form association options are:

PDFs

Your administrator can configure each form to be associated with a .pdf file. If your form is associated with a .pdf file, the data collected is merged to a pdf to be printed. The Print All Forms functionality applies to forms that are associated (in the form definition) with a pdf file. For additional information on forms and pdf files implemented in your system, contact your administrator.

Web service

For customers retrieving forms through the Web Service: When an employee chooses the Save and Completed option on a form, the form status is set to verified. The GetForms methods include a strVerified parameter to select forms that have been completed.

Keywords to include a form in your task

The following keywords should be included in the user description of the task definition to associate forms with a task:

Keyword Syntax

Description

Example of user description

insertforms

inserteForm

To associate a custom form to this task, include the keyword insertforms or inserteForm in the text of the user description.*

This option requires you to use "Pick Form" to specify the form to insert.

The assignee will have a link to the (selected) form in the body of the assigned task. After the assignee saves the form, a copy of the form with its contents is saved for employee benefiting from the event.

insertforms or inserteForm

Complete the attached Emergency Contact form.

PRINT_ALL_FORMS

A link is inserted into the employee instructions as "Print all printable forms"

PRINT_ALL_FORMS

viewform:X~Y

To view a form from a task, use the View Forms Links for syntax specific to your company's forms.

This option does not require you to "Pick Form", the form name is in the syntax.

viewform:ExampleForm~ExampleForm

*The default keyword is insertforms or inserteForm. Contact your Administrator for your site's configurable keyword.

In this section

Include an eForm to fill out or review

Request a document to be uploaded

Request a document to be reviewed