downloading form results - format?Browser Info Environment
They have a patient registration form that is rather long. they need:
1) to receive an alert a form was filled out, but NOT send the form results to them.
2) log in and download a printable version of the form, not an excel document with all fields and results horizontally displayed in 1 row.
does this ProForm tool do these 2 things?
Support tickets are reviewed Mondays thru Fridays 9am to 9pm & Saturdays 9am to 12pm EST. A support team member will be following up with you as soon as possible.
In short, this is all possible - most is built in, but the printable form view requires some custom templating.
i've also tried to set up the form options to get just an alert that the form was filled out, but NOT receive the form fields...this feature does not work with my installation (entire form is sent, no matter how the settings are done). since some of the questions are sensitive nature, none of that info should be sent via email, only downloaded and printed by the dentist's office manager.
That's the tough spot I a in here. I see these posts and want to help. But sometimes that means going through and explaining a lot of basic core concepts like custom views and root overrides and single pages.
ProForms is designed entirely around extension. It's meant to add all sorts of other concepts on top of it. Namely single pages and custom views.
The addon is powerful, but simple enough and flexible enough to handle anything from the most simple form to full scale process applications for dentists.
But if you are not well versed in more advanced C5 concepts, you should pay a developer to help you.
We see so many users wanting the application to do "magic"...and it basically can if you are versed enough to extend it. But sadly I can't help the many users we have using this build it out. I just unfortunately do not have that kind of time. :-(
So, if you wanting to do X and hitting a wall...then go study up on C5 single pages and custom block views, and perhaps even custom attribute types.
Just knowing those will get you to where you can basically do whatever you want with ProForms.
Or hire a developer :-)
As for only allowing administrators to view and print those forms, you could simply set up a restricted page that contains a Proforms List block on it. You could create a custom template for that list block that will let administrators go to a page that also has a custom templated Proforms Display block on it. This way only admins would be able to print those firms, they just wouldn't be accessible to anyone else.
I am currently trying to figure out how to get my custom template for the List block to work using the encrypted IDs, but as soon as I do I am happy to share the code with you.