Question

Re-Route a form back to the originator to complete a rest of form

Forms

Updated August 22, 2016

asked on August 22, 2016

Hello!

I have a form with two separate sections. The first section requires someone to fill out personal information and report an incident. The form is then submitted to a person who reviews the information and indicates the information is correct. The form would then be sent back to the submitter to complete section two on the form.

Question is: is there a way to send section one, and if approved, section two is made available and is sent back to the submitter to complete?

0 0

Replies

replied on August 22, 2016

The easiest way to do this is to use two different forms.

Form 1 would be the starting form, and would contain Section 1.

Form 2 would contain Section 1 (variables, not as new fields) and Section 2.

Initiator fills out Form 1, and approver approves Form 1. Then initiator gets Form 2 as a task. It contains the data they have filled out from Form 1, as well as a blank Section 2 they can fill out.

0 0

replied on August 22, 2016

OKay. I shall try this. Would you have an example of a BP to set this up?

0 0

replied on August 22, 2016

I don't, but if you're on Forms 10, the Business Process Library should have some examples.

0 0

You are not allowed to follow up in this post.

Question

Question

Re-Route a form back to the originator to complete a rest of form

Replies

Sign in to reply to this post.