...

ISSUE: Cannot get data to display, AND be from multiple forms.

...

SUMMARY/CURRENT STATUS:

• prompt field values do not respect form rankings. This has been submitted to Technolutions, and maybe some day we will get a response.

• Work-around in making sure all of the data is in free text fields has been accomplished for 2023 cycle

  • Manual Query->Import of newly completed recs

  • All previous recs from this cycle that used the old form have been imported

  • All NUTR defers have had their letters ported over

  • Working on report to find anyone in GSBS who is using last year’s letters.

• And Technolutions gets back in touch 3 months later to tell us the answer was something we already tried and it didn’t work before

• So, revert text fields/manual process back to the way it was displaying before.

• Completed for 2024 cycle. See the troubleshooting and convers

RESEARCH

https://knowledge.technolutions.com/hc/en-us/articles/360032612272-Custom-PDF

...

 State of affairs at end of 2023 cycle for both GSBS and NUTR:

...

I have copied this over and renamed it to be reference2023, and will work on the original reference.pdf. I believe all I need to do is revert what shows here to the old fields (with the billion boxes). The test case shows that if I follow the instructions Technolutions gave (at the end of the 2023 document), things work.

...

This also seems to indicate that I do not have to make any changes in order for the 2023 references to be re-used in 2024….all I have done is remove the necessity to turn the values into text.

Confirmed that data is showing correctly in the non-text version of the forms; have cleaned these up, and reference.pdf are now available across the entire instance.