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Question

Question

Approval Loops - clear fields or add to collection?

asked on April 26, 2017 Show version history

Our process has multiple approvers at different levels based on information in an initial form. Approvers have the option to request additional information before making a decision. I'd like to do one of the following (or something else if someone has a good suggestion!)

OPTION 1:

The same form is used for the approver, the person adding requested information, and then back to approver. When form goes back to the approver the original fields where they indicated they needed additional information will be cleared as if its the first time they're seeing it. (Fields include 2 Single Line Fields, 1 Radio Button field, a multi-line field, and a date field).

 

OPTION 2:

Use a collection with the same fields, when the first approver has filled out their information and clicked on submit the same form goes to the next approver and automatically add's a second section to the collection ready for the second approver to fill out. 

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Answer

SELECTED ANSWER
replied on April 27, 2017

You can change the collection option to be "Append sets to the sets", and set minimum=maximum=1, then the new set would be populated automatically on the next user task.

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Replies

replied on April 27, 2017 Show version history

The second option seems better, you can add a field to record the name of the approver for each set added for the collection.

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replied on April 27, 2017

I like the second option as well. It saves me from creating multiple forms for each approval path. Any ideas on how to get it to automatically add the next section instead of having the next approver click on Add?

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SELECTED ANSWER
replied on April 27, 2017

You can change the collection option to be "Append sets to the sets", and set minimum=maximum=1, then the new set would be populated automatically on the next user task.

1 0
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