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Status Needs more information
Created by Guest
Created on Apr 6, 2022

Configuration Option to Prevent the OOTB PDF of an Application Submission Being Created

In common intake we have the OOTB worklow ProcessIntakeApplication which processes the application submission. One of the activities of this workflow is to create a PDF of the submitted data.


The template used for this is very basic (format not great), and it extracts out ALL the info related to the submission.

The issue we have is that as part of the application, equality survey questions are asked which cannot be outputted to the OOTB PDF for policy reasons.

We do have a custom process to generate a more friendly looking PDF which only displays valid information as part of the submission.

In addition, we've had to override the OOTB ProcessIntakeApplication and remove the OOTB PDF creation activity. It would have been better if we could have just configured an option not to produce it in the first place.

Customer Name Scottish Government
Persona Based Summary

As a client advisor I want to be able to view an application submission PDF showing only appropriate details that the client provided.

Market Segment WH Government
Type of Request Idea
Market Opportunity

N/A

Usage frequency + #/type of users impacted

This would be used every time an application submission is made within the solution, i.e. frequency is high, every day.

Workarounds + Proposed Solution

1) Overrode the OOTB workflow to not create the OOTB PDF. Have a custom PDF process to output appropriate sections of the application submission.

2) Would prefer a configuration option to prevent the PDF from being created rather than overriding the workflow.

  • Admin
    CLAIRE MCGAFFEY
    Jun 15, 2022

    Hi Gary, Test e-mail as discussed.


  • Guest
    May 13, 2022

    Hi Gary,

    We have reviewed your enhancement suggestion and require more information to properly understand the issue and the business scenario you are trying to support.

    We would like to request more information to help us evaluate this request.

    You mentioned that "It would have been better if we could have just configured an option not to produce it in the first place."

    Can you provide the reasons as to why you think that having a configuration option would have been more of a benefit to you than just customizing the workflow process as you did to remove the activity?

    Please provide the requested information within 30 days so we may proceed with our evaluation. If we do not hear from you within that timeframe, we will have to close the request due to insufficient information.

    Thank you,
    Sheryl Brenton, SPM Product Management Team

  • Guest
    Apr 20, 2022

    Hi Sheryl (hope all is well!),

    I can confirm that we created and released a new version of the Intake Application Workflow process from which we removed the activity that creates the OOTB PDF (no other changes).

    Any further questions then please let me know.

    Many thanks
    Gary

  • Guest
    Apr 20, 2022

    Hi Gary

    We have reviewed your enhancement suggestion and require more information to properly understand the issue and the business scenario you are trying to support.

    You mention that you had to override the OOTB ProcessIntakeApplication and remove the OOTB PDF creation activity. Can you confirm that you mean that you created and released a new version of the Intake Application Workflow process from which you removed the activity that creates the PDF?

    Please provide the requested information within 30 days so we may proceed with our evaluation. If we do not hear from you within that timeframe, we will have to close the request due to insufficient information.

    Thank you,

    Sheryl Brenton, SPM Product Management Team

  • Guest
    Apr 7, 2022

    Hi Gary,

    Thank you for taking the time to share your ideas with us. We are committed to involving our users in building our product roadmap and appreciate your suggestions.

    We will review the information you have provided and get back to you within 30 days. If additional details are required to complete our evaluation, we will send you a request for more information.

    Thank you,
    Sheryl Brenton, SPM Product Management team