Jason Miller

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Activity overview

Latest activity by Jason Miller
  • Jason Miller commented,

    Thank you so much. What I really need to do it conditionally show the watermark/image/warning when I send the PDF as an Activity Document action. Specifically it's a Performance Review sent to a su...

  • Jason Miller created a post,

    Best way to implement a watermark for a printed form that has not yet been submitted?

    I would like to add a watermark (background image/header/footer/whatever) that indicates that the form is not complete. What is the best way to achieve this?

  • Jason Miller commented,

    We use the space feature and direct all users there. That logo is configurable. We use the {tn.id} to show development vs production on the space and email notifications. 

  • Jason Miller commented,

    Yes. Ideally flow administrators would be able to see all pending tasks and even open and view all forms. We just released and it's a common request among our flow administrators. They are accustom...

  • Jason Miller commented,

    Yes, and thanks for the feedback. We will utilize both enhancements.

  • Jason Miller created a post,

    All Tasks View

    On the My Tasks screen, add a new All Tasks view. This view would show all tasks without having to do a clunky search. The permissions would come from the view submissions permission on the flows.

  • Jason Miller created a post,

    More robust task assignments

    Currently user assignment and role assignment are mutually exclusive. Please allow a task to be assigned to a user (preferably a list of users) AND roles. We like to include an Accounting group on ...

  • Jason Miller commented,

    There are some poor man's integration techniques that could be employed. If you configure your SP list to receive email, then you can get an effective document repository. We send our final form PD...

  • Jason Miller created a post,

    Anyone assigning a task to a user AND a role(s)?

    This doesn't seem to work in the cloud version 7, and it did in 6.3. If you're able to do this, or have a workaround please reply. Thanks!