Multiple User fill out a record producer.

[mlamin]

Hello, 

My goal, in the long run, is to have a record producer form (like a background check form) where multiple users have to fill out their part on the form. 

I have a record producer with the form

I have an HR service that displays the form to initiate the process. Not sure if that is set up correctly.

My goal and problem now is that once that form is initiated, I want to assign tasks (or the best way to do this) to different users to complete their part of the same form. 

I want the form to display everything but only highlight the parts each person needs to fill out.

Is this possible. any assistance will be appreciated.

[michaelj_sherid · Accepted solution]

@mlamin I would be curious to understand more of the use case, but in lieu of that, I suggest using the advanced forms. These can work in the same way and OOtB provide a way for you to task others for input in the document. I see trying to change record producers to have input from multiple sources as a maintenance nightmare, not to mention how much work it would talk to do this. I am happy to chime in in more detail if you can provide more details of the use case. If you are not familiar with the Advanced Forms (Document Templates) here is a link to a video of a team member walking through this functionality. 

Regards,

Mike

[michaelj_sherid · Accepted solution]

@mlamin I would be curious to understand more of the use case, but in lieu of that, I suggest using the advanced forms. These can work in the same way and OOtB provide a way for you to task others for input in the document. I see trying to change record producers to have input from multiple sources as a maintenance nightmare, not to mention how much work it would talk to do this. I am happy to chime in in more detail if you can provide more details of the use case. If you are not familiar with the Advanced Forms (Document Templates) here is a link to a video of a team member walking through this functionality. 

Regards,

Mike

[mlamin]

Thank you for the quick response. Seems like the advanced document is the best way to do what I want. I have some issues with the instructions provided by your team member. It seems most of the steps in the video are on a different instance and can not work in mine. I could not find All documents. rather found and option called HR document templates.

The entire process she followed seems to be out dated in the Utah environment. I was able to upload the PDF to Document Templates, but now I can not get mapping fields to show up.

[michaelj_sherid]

@mlamin there are 2 separate Document Template appluications, HR Document Templates (these are NOT Advanced forms) and Document Templates. You have to be sure the "Document Templates" plugin is active on your instance.

Regards,

Mike

[mlamin]

Thank you once again I was not aware of that. I went ahead and installed the Document template. and went through with the steps and once I upload a fillable PDF, it does not parse my document. when I click Parse document it stays blank. I have tried multiple documents. I even created a test document with just fields like (name, Org, Department) still no luck. It also does not give me option to parse the document if maybe there are no similar fields to parse them. Could there be a reason why it does not parse them?