Question

Create a Forms Sequence

Forms

Updated March 4, 2017

asked on March 3, 2017 • Show version history

I'm trying to figure out how to create a sequence of forms. I have roughly 9 forms that need to be completed and submitted in sequence by a public user. For example, I would like to submit an application of some kind. Upon clicking submit, I should be presented with a success message and then immediately redirected to the next form, etc., to the end of the sequence. How can I do this? (Sorry if this is a poor question. I'm pretty green.)

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SELECTED ANSWER

replied on March 3, 2017 • Show version history

I know this works for us internally, it may be different with the public portal piece of Forms (which we don't use in my office), but maybe not.

With the Forms Process diagram, you are able to create successive User Tasks, one after another, flagging them to automatically load if assigned to the current user, and then you set the assignment of the user task to the initiator.

When they submit each form it automatically loads up the next one.

Looks like this:

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replied on March 4, 2017

There are three ways that I can think of doing that. If you have forms 10.2 you can use the pages option and put one form per page. They would then have the ability to click next and go to the next form.

Another way is to click on the start icon in the process diagram and under "Thank you Message" click on "Redirect to a webpage" you can then put in the URL of the next form.

The third way is one we use, until we get 10.2 installed, make one form with all the forms built in. You don't have to have them input the same data this way or with the pages method. I then make a form inside of that business process that has all the data using the variables from the first form and it is that form that I save.

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Create a Forms Sequence

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