Controle e gerenciamento de Protocolo

  • FERNANDO ROBERTO COLONHESI
    Perguntado em 4 de julho de 2024 às 14:57

    Boa tarde!

    Tenho um site institucional, nele tenho uma área de denúncias onde as pessoas não são obrigadas a se identificar.

    Estou precisando de um formulário, onde eu consiga utiliza-lo dentro do meu site e com controle e gerenciamento de protocolos.

    Sendo assim, quando a pessoa enviar a denúncia através do formulário, na tela irá aparecer o número de protocolo, afim que ela anote esse número para uma pesquisa futura.

    E também, que eu consiga dar uma tratativa nessa denúncia, afim de que, quando a pessoa pesquisar o número de protocolo gerado anteriormente ela possa visualizar a tratativa dada.

    É possível realizar essas ações?


  • Haseeb Jotform Support
    Respondido em 4 de julho de 2024 às 17:15

    Hi Fernando,

    Thanks for reaching out to Jotform Support. Our Portuguese Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Portuguese, let us know and we can have them do that. But, it might take a while until they're available again.

    Now, coming back to your question, I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

  • Haseeb Jotform Support
    Respondido em 5 de julho de 2024 às 11:10

    Hi Fernando,

    Yes, you can use Random value generator widget, to generate a random and unique protocol number. If you want the form user to know the solution given using the protocol number, You can create a Grid Listing Report with just the Protocol Number, Complaint, and Solution and then embed it on the form using the Iframe Embed widget. The form users can see all protocol number in the report, but they can search for a specific protocol number in the search bar at the bottom.

    1. In the form builder, click on Add form elements and add Random Value Generator from the widgets tab.
    2. Add a long text field to the form where the users can add complain details.
    3. Add another long text field and make it hidden for the solution.
    4. Rename the fields accordingly Controle e gerenciamento de Protocolo Image 1 Screenshot 50

    Now you need to create a grid report, so that you can embed it on your form.

    1. On the Reports page, click on Create Report on the left
    2. From the Reports menu, select Grid Listing and select the form and click on next.
    3. Next, select the name of the report and add the fields and click on create.
    4. Now copy the report URL so that you can embed it in the form
    5. Controle e gerenciamento de Protocolo Image 2 Screenshot 61

    Now go back to the form builder to embed the report on your form.

    1. In the form builder, click on Add form elements and add an iframe embed widget from the widgets tab.
    2. Add the URL of the report and click on Update. Controle e gerenciamento de Protocolo Image 3 Screenshot 72

    Here is how the final form will look like: Controle e gerenciamento de Protocolo Image 4 Screenshot 83

    Here is my demo form that you can check. You can also clone this form following the instructions from this guide to have a better look at it.

    Give it a try and let us know if you need any help.

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