Eform With 2 Sub-Forms - Desire to Retain Information While Processing Eform

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Martha Lewis

• October 07, 2020 12:01

I am kind of at a loss as to how to accomplish this.....I have an eform with 2 sub-forms

1.  Managers view the form.  Sub-form1 displays the manager's direct reports/employees.

2.  The manager selects one of the employees and sub-form2 displays the details.

3.  Manager acknowledges the details.

4.  Manager selects another employee from sub-form1 to view their details in sub-form2.  The employee details (sub-form2) data changes every time the manager selects a new employee

5.  Once the manager completes all acknowledgements, the form is submitted.

All this works great.  But now management wants a pdf\document of the employees' details (sub-form2) and wants this pdf\document in SharePoint.  Since sub-form2 is always changing, I'm trying to capture the information via javascripts.

• I have tried getFormasPDF which works great but puts the document on my c: drive, naming it the eform name for every employee.  In combination with

                *I've tried XMLHttpRequest() and encounter CORS errors or IIS OPTIONS errors - 405.

                 *I've tried javascripts that are built-in to SharePoint but AgilePoint doesn't recognize them.

                 *I've tried filewriter - not recognized in AgilePoint.

• I've created process variables and I am attempting to populate those in a JavaScript.  I noted that there is a post on this but recommendation is a hidden value field.  I have too many fields to do that approach. 

How would you handle this?

I have never coded in JavaScript so this is all new to me.  I truly am a citizen-developer.  Code snippets are very much appreciated.  Thank you in advance.

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• 

  Sampat Patil

  • October 07, 2020 15:27
  • Edited

  Hi Martha Lewis,

  You can combine all columns into one subform.

  Below image showing retrieved Name and Email fields from lookup, still allowing Acknowledgeable fields to edit.

  

   

  For capturing acknowledgeabled details into PDF, you can make use of Microsoft Word activity 

   

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  Martha Lewis

  • October 08, 2020 13:20

  I don't have an issue with the form and sub-forms.  My issue is I need to generate a document\pdf while the user is on the eform or figure a way to retain values that change with every click on the form.  Here is my form.  I select Tiny A Tester and their details appear under Staff Details. If I should select Tiny B. Tester, their details appear under Staff Details.  My problem is I need to capture what's displayed in Staff Details for Tiny A. Tester in a document or pdf or at least retain the data so that I can use the Microsoft Word control.  Right now, when Tiny B. Tester is clicked, the Staff Details for Tiny A. Tester get overlaid so I no longer have the information.

   

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