Direct Link to Sub-form

asked on November 1, 2016

Is it possible to directly access a sub-form in a process without first submitting the starting form?

The reason I ask is as follows: I'm trying to enable one user to be able to submit on behalf of another user. I've set the form up to auto-populate 10 different fields via a lookup table. I've a drop-down called On-Behalf of. Initially, when the form loads, the current user is matched with an SQL table, which then fills in information for the 10 other fields (Supervisor, Department, etc.). I also added another rule that when a different name was chosen from the On-Behalf of field, that it would then replace the name field and subsequently repopulate the previous 10 fields for that particular user's information. However, in doing it this way, the lookup auto-populations are spotty at best. Sometimes all the fields are filled, sometimes none, and other times some fields are empty. The data in SQL is valid, so there should always be something in those fields.

So, since this doesn't want to play nice, I was wondering if there was a way to directly access sub-forms in a process so that I could have unique lookup fields for a On-Behalf of version of the form without having to submit another form first.

Thanks,

Michael

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replied on November 1, 2016

I do not believe there is a way to access a "sub-form" from the starting. One thing that you could do is have field rules that tell it to show the On-Behalf of fields when the On-Behalf of field is populated and also tell it to hide the other fields.

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replied on November 1, 2016

The thing is that I'm trying to use the same 10 fields for either the current user or whomever the On-Behalf of user is. I have the SQL lookup determined based on a Name field, which is automatically filled in based on who the current user is. Originally I'd configured it such that if a name was selected from the On-Behalf of drop-down, then that value would change the content in the Name field, which would in turn re-populate the 10 fields via the lookup. If the lookups and auto-populations would consistently work, then that would solve my issue. Do you know of any troubleshooting steps to determine why the lookup is so inconsistent in filling the fields?

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replied on November 1, 2016

I know the order of the lookups has an affect on how it behaves. I also know that when you have more than 1 lookup taking action on the same field it will usually give you message, so I do not believe that is how they intended it to be used. Have fields separated for the current user and then another set for the On-Behalf of would more than likely accomplish what you are trying to do.

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replied on November 1, 2016

I wasn't getting any error messages on the lookups. I wonder if there's a different way to go about this. My On-Behalf of field is a drop-down that's also auto-populated via the same lookup. When I try to default the On-Behalf of field to the current user, it replaces all of the available options in the drop-down with that one user name. Do you know if there's a way to have it retain all of the names, yet set the current user as the one that's selected by default?

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