Paolina Lee Document Control Manager

Hi all,

When setting up a form, I’m struggling to choose between Web Form and Merge Form since both have their pros and cons. I’m wondering if I’m missing a configuration option or if these limitations are inherent to the product. Attached actual exported files for your reference. 

1. Web Form:

• Can the Table Field in the designer adjust its width dynamically based on the value length, or at least be manually adjusted?Sometimes, the value is less than 8mm, but the exported PDF appears fixed at 39mm based on the Form Width Pixels.
   
• Can user instructions be hidden after submission?
  I’d like them to be visible for applicants but hidden in the exported PDF.
   
• Can unselected values in a Ratio Field be hidden?
  I need applicants to see all options but only display selected values in the exported PDF.

 

2. Merge Form:

To address the issues above, I tried using a Merge Form, and it worked well for my needs. However, I ran into one major obstacle:

• After submission, Table Field values don’t appear in the exported Merge Form file (no matter PDF, Word, or Excel).
  Is Table Field designed merely to be collecting the data into entries? or how Table Field should be used in Merge Form?

Has anyone encountered these issues before or found workarounds? Any insights would be greatly appreciated!

Thanks!

Hi Tobias,

I’m also struggling with how to send data to QuickBooks via API or Make.com, as suggested by the DW team. 

Since this post was created more than a year ago, are there any successful client cases we could refer to for setup guidance?

Thanks in advance. 

 

Hi all,

I’m also struggling with how to send data to QuickBooks via API or Make.com, as suggested by the DW team.

Are there any successful client cases we could refer to for setup guidance?

Thanks, community!

4. Assigning multiple document numbers into a Keyword Field seperately:

We need applicants to input multiple reference document numbers in the Web Form, which should be assigned to the Keyword Field for establishing Document Relations. While a Single Line Text Field successfully pushes data into the keyword field, when multiple document numbers are entered, they are treated as a single string instead of being separated into distinct entries. I have tried using spaces, commas, and semicolons as delimiters, but the result still consolidates all document numbers into one string.

Is there a specific delimiter that can be used to separate multiple document numbers so they are correctly assigned to the keyword field? Alternatively, is there a configuration or a setting in the Workflow or Keyword Field design to enable this behavior?

Hello DW team,

I’ve set up a Web Form for submitting a payment request approval within our enterprise but encountered a few challenges that I need assistance with: 

1. Round Up, Round Off, or Truncate Decimal within Workflow:
We require the applicant to select whether to round up, round off, or truncate decimals, as our currency does not allow decimals.

Is it possible to configure this option within the Form or Workflow design when specific criteria are met?
If yes, could you guide me on what should be written in the Arithmetic Expression, or is there another specific method to achieve this?
------------------
2. Using Image Stamps for Approval:
Our requirement is to enable approvers to use Image Stamps (one of the configurations under Collaboration) for approving payments, bypassing the need to stamp the document, save annotations, and then approve through the task dialog. Is there a way to make clicking the Image Stamp equivalent to approving the payment?

While I am aware of the Task-General-Stamp option, we prefer to use Image Stamps instead of the Simple Signature available in Workflow tasks. Can this be configured?
------------------
3. Return for Correction Functionality:
Our workflow includes multiple approvers, and we need an additional option beyond Approved and Rejected: a Return for Correction feature. When the 3rd approver rejects a request, it should return to the applicant to edit/attach/correct documents or data entries. Upon re-submission, the workflow should resume with the 3rd approver, bypassing the 1st and 2nd approvers.

Is this possible within Workflow Designer? How can we design the workflow to allow revisions post-rejection, given that typically, approvals block revisions?
------------------

Your guidance are highly appreciated, thank you so much!!