Approve Field Usage
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- Posts: 330
- Joined: 16 Jan 2018, 06:10
- Name: Andy
- Location: Indonesia
Approve Field Usage
Hello support,
Thank you for the new field.
Question, what if I want someone outside the system to approve...?
Case when doing a field service, I need the customer signature to approve my colleages work.
Thank you very much.
Thank you for the new field.
Question, what if I want someone outside the system to approve...?
Case when doing a field service, I need the customer signature to approve my colleages work.
Thank you very much.
- support
- Site Admin
- Posts: 6181
- Joined: 19 Oct 2014, 18:22
- Name: Sergey Kharchishin
- Location: Russia, Evpatoriya
Re: Approve Field Usage
It's not supported
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- Posts: 330
- Joined: 16 Jan 2018, 06:10
- Name: Andy
- Location: Indonesia
Re: Approve Field Usage
Can you make it possible...?
Or maybe, is there a way to not show the user assigned in Template to report but only show the signature only...?
Thank you.
- support
- Site Admin
- Posts: 6181
- Joined: 19 Oct 2014, 18:22
- Name: Sergey Kharchishin
- Location: Russia, Evpatoriya
Re: Approve Field Usage
But what do you mean "outside the system to approve", can you provide live example?
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- Posts: 330
- Joined: 16 Jan 2018, 06:10
- Name: Andy
- Location: Indonesia
Re: Approve Field Usage
Yes.
Currently I'm developing Rukovoditel for Field Service application.
When a technician go to a Customer, they brought themselves a Tablet for easy access to the Field Service application.
After finished working, they would input their work using the Tablet, show and verify them with the customer.
Then, the customer would signed the data shown and be done with it. This is what I use the Approve Field for.
Back before there are no Approve Field, the techies have to export them first fo pdf, open them in adobe acrobat in tablet, signed there, and attach that signed report to the application just to show verification from the customer.
That's why I'm asking to let the Approve Field to not attach to a user / group user.
Currently I'm developing Rukovoditel for Field Service application.
When a technician go to a Customer, they brought themselves a Tablet for easy access to the Field Service application.
After finished working, they would input their work using the Tablet, show and verify them with the customer.
Then, the customer would signed the data shown and be done with it. This is what I use the Approve Field for.
Back before there are no Approve Field, the techies have to export them first fo pdf, open them in adobe acrobat in tablet, signed there, and attach that signed report to the application just to show verification from the customer.
That's why I'm asking to let the Approve Field to not attach to a user / group user.
- support
- Site Admin
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- Joined: 19 Oct 2014, 18:22
- Name: Sergey Kharchishin
- Location: Russia, Evpatoriya
Re: Approve Field Usage
Looks like you need simple signature field that will not be assigned to any users.
So any user, who has access to item, can sign. It means employer can show Tabled to customer and he can sign it.
Correct?
So any user, who has access to item, can sign. It means employer can show Tabled to customer and he can sign it.
Correct?
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- Posts: 330
- Joined: 16 Jan 2018, 06:10
- Name: Andy
- Location: Indonesia
Re: Approve Field Usage
Yep, just as simple as that.
The process in Approve Field is fine, user need to input data first then show it to customer in Item Page.
Then with a press of a button, or anything, pops up the signature field.
The customer signed the data, maybe add his/her name too, and verify it.
Maybe add an option to add text field or the position of the username or text field.
The process in Approve Field is fine, user need to input data first then show it to customer in Item Page.
Then with a press of a button, or anything, pops up the signature field.
The customer signed the data, maybe add his/her name too, and verify it.
Maybe add an option to add text field or the position of the username or text field.
- support
- Site Admin
- Posts: 6181
- Joined: 19 Oct 2014, 18:22
- Name: Sergey Kharchishin
- Location: Russia, Evpatoriya
Re: Approve Field Usage
I have added in plan new field type "Signature" that will be simple for adding signature.
I can't change field type Approve because the main target of this field is to approve record and it should be by user.
I can't change field type Approve because the main target of this field is to approve record and it should be by user.
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- Posts: 330
- Joined: 16 Jan 2018, 06:10
- Name: Andy
- Location: Indonesia
Re: Approve Field Usage
OK.
Look forward to it.
For the time being, can you at least make an option to set placement of the user assigned name in Template to Export.
Or maybe,an option for Approve Field to not show the user name in Template to Export...?
Look forward to it.
For the time being, can you at least make an option to set placement of the user assigned name in Template to Export.
Or maybe,an option for Approve Field to not show the user name in Template to Export...?
- support
- Site Admin
- Posts: 6181
- Joined: 19 Oct 2014, 18:22
- Name: Sergey Kharchishin
- Location: Russia, Evpatoriya
Re: Approve Field Usage
I can't add this option since beta is already released.
But you can open includes\classes\fieldstypes\fieldtype_users_approve.php and find next code
Remove line
So it will look
In result in print action you will see signature only.
But you can open includes\classes\fieldstypes\fieldtype_users_approve.php and find next code
Code: Select all
$html .= '
<tr>
<td>' . $app_users_cache[$id]['name'] . '</td>
<td style="padding-left: 5px;">' . $signagure_html . '</td>
</tr>';
Code: Select all
<td>' . $app_users_cache[$id]['name'] . '</td>
Code: Select all
$html .= '
<tr>
<td style="padding-left: 5px;">' . $signagure_html . '</td>
</tr>';