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VI Ongoing PDF Creation Process

Review everything related to the project below. If there is anything we need you to review it will be listed under “What you need to review”

Table of contents

• @VI Ongoing PDF Creation Process
• Planning
• Summary
• Goal
• Questions to answer
• Research required
• Outline of deliverable due dates
• Outline of to-do’s
• Project tasks

Planning

Summary

Goal

Questions to answer

Research required

Outline of deliverable due dates

Outline of to-do’s

Details:

Adjust fillout to have each questions numbered and only show when admin_list_numbers=show

Send Vernon team a link to the form with the questions numbers showing and a link to the markup folder so they can view all the documents

Project tasks

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Deliverable Dates

Task Detail	Due Date	Hours	Status	Assigned To	Client	Project
Finalize process to create new applications, create task to check-in.	November 30, 2024	1	Completed	Eli Weldon	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Adjust fillout form	December 1, 2024	0.5	Completed	Eli WeldonMOHIT KANDARI	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Once questions added then send email to vernon about how they can make updates	December 2, 2024	0.5	Completed	Eli Weldon	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
PDF viewer: ability to hide nav on view, fixing PDF generation, switch base to Vernon base + table	April 23, 2025	1	Completed	Solomon Wood	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Outline Tasks for Mohit to Migrate Jotform→SimpliSync PDFs	April 30, 2025	1	Completed	Solomon Wood	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Allow checkbox fields to work for Airtable SingleSelects and MultiSelects	May 1, 2025	4	Completed	Aoki	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Fixing table related and other bugs	May 2, 2025	3	Completed	Aoki	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Prefill DMI onto SimpliSync	May 8, 2025	2.5	Completed	MOHIT KANDARI	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Prefill Colony onto SimpliSync	May 8, 2025	1	Completed	MOHIT KANDARI	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Prefill KBK onto SimpliSync	May 8, 2025	1	Completed	MOHIT KANDARI	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Prefill Novum onto SimpliSync	May 8, 2025	1	Completed	MOHIT KANDARI	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
CRITICAL: SimplySync view page hangs when opening documents (Link in Desc)	May 10, 2025	1	Completed	Aoki	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Feature: make formula fields read only and fix display of value of formula fields	May 12, 2025	0.5	Completed	Aoki	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Fix: single select checkboxes and airtable record refetching	May 12, 2025	1	Completed	Aoki	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Feature: support for subFieldIdentifier for checkboxes	May 13, 2025	0.5	Completed	Aoki	🛡️Vernon Insurance	VI Ongoing PDF Creation Process
Feature: disable data refetch on window focus	May 13, 2025	0.5	Completed	Aoki	🛡️Vernon Insurance	VI Ongoing PDF Creation Process