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Change custom form pdf template

Order

The unique name for this form template

Available Roles

Choose all

Chosen Roles

0 selected options not visible (click to clear)
Remove all
The roles/groups required for users to submit this type of custom form

Available Roles

Choose all

Chosen Roles

0 selected options not visible (click to clear)
Remove all
The roles/groups required for users to view all custom forms of this type. Users can always see custom forms they have submitted

Currently: protected/custom_forms/templates/order.pdf
Change:

The pdf form
JSON formatted fields list
Placeholder text for the notes field
The filename template for the generated PDF. Provided variables include:
  • form: the custom form instance
  • form_data: a dictionary containing all dynamic fields and their values
Show/Hide Fields
Add up to 10 items:
Save form to preview form fields

Custom form actions

Action type (The action type) Name (The optional action name) Rank (The action rank number. Actions will be requested in ascending order) Role/Group (The role/group required for users to take the action) Notification email (Email addresses to cc when this action is taken) Self action allowed (Check this box to allow the user who creates the form to also take action on it (approve his own form for example).) Can edit form (Check this box if the candidate can make changes to the form) Delete?

Order rank: 1 action: Approval role: Facility managers

Order rank: 2 action: Notification role: User Office

Add another Custom form action

Custom form special mappings

Field name (The pdf template field name to map this value to) Field value (The special value to map it to) Field value action (The action (for action mappings only)) Field value boolean (Comma separated values to map approved/denied states, i.e. 'Yes,No') Delete?

Date -> creation_time

Management Signature -> action_taken_by_time (level 1)

Requestor -> creator

Add another Custom form special mapping

Custom form display columns

Field name (The pdf template field name whose value will be displayed in the table) Display order (The display order of the column.) Display name (The column name to be displayed in the table. If not provided, the field name will be used) Delete?

CustomFormDisplayColumn object (2)

CustomFormDisplayColumn object (3)

CustomFormDisplayColumn object (1)

Add another Custom form display column
Delete