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Is it possible to create a fillable field in the PDF report?

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8 comments

  • Lauren MacLean

    I have the same question!

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  • Lauren MacLean

    Hi Tegan, I'm not sure about Michael but that's not quite what I was after.

     

    I'm already getting a stack of information from the user in a form and sending it to the report - all working nicely. Sounds like Michael is also doing this.

     

    But there are still some things that need to be filled in by the user or an external customer ( think pensioners and vulnerable communities, people in the field, contractors etc) at a later time before the report is finalised.

     

    Currently we do this in crystal and export to word so that anyone can easily fill in the remaining information. If the customer doesn't have access to a phone or computer, our staff can help them at the counter. Having a PDF with predefined fields to fill OR giving the ability to export to word would serve the purpose.

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  • Permanently deleted user

    Oie I don't know how I so horribly understood the question. Sorry!

    Exporting to word or having pre-defined fields in the pdf are not currently supported in Reporting. I will definitely forward this suggestion to the product manager though as I can certainly see it being helpful.

    Sorry I couldn't be of more help.

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  • Lauren MacLean

    No worries, thanks for investigating!

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  • Permanently deleted user

    Thanks Lauren, you described the situation exactly. We create the report using a workflow that our field team uses to enter information for a work request to the utility, which is exported by the workflow to PDF and a copy is emailed to the utility's supervisor. That person then needs to fill in a blank section on the report to approve the activity so needs to edit the PDF we have sent them. As you have noted, having the ability to include an editable field in the PDF or having a Word document export option would be ideal. Our client is printing and writing on the printed copy to send to their field crew. Not ideal but being able to create the PDF in Geocortex is better than what we used to do.

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  • Permanently deleted user

    No problem, thanks for forwarding it to the PM!

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  • Permanently deleted user

    Would like to see the same enhancement, either fillable PDF, or an option to export report to Word Doc.

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