Question

Load another form depending on answer in current form

Forms Version 10 How To

Updated April 25, 2017

asked on April 24, 2017

Is it possible to write in the process diagram to load another forms process depending on an answer on the current form? I have a Confined Space Permit that am working on. If they answer "Yes" to Spark Producing Operations, I would like to immediately load the Hot Works Permit form after they hit submit. Is this possible?

0 0

Replies

replied on April 25, 2017

Hi Vanessa,

Yes, it is possible. I've done a similar process on one of my forms. I use an exclusive gateway to determine if a particular item was checked on the form, if it is, then the next form is assigned via User Task. You can have it automatically display for the user by checking "Automatically load the next task if the same person is assigned to it."

Thanks,

Michael

0 0

replied on April 25, 2017

If you are wanting to open another form within the same process, what Michael said will work, but if you are wanting to load an entirely different forms process, that is a little different. If the answer is given and they need to go to the other process, does the initial form still need to be submitted? If not, you could use field rules so when that answer is given it hides the rest of the form, including the submit button, and shows a custom HTML field with a link to the other form you want them to fill out.

If you need them to still submit the initial form, you would probably need to kick off a workflow to send them an email to the other process.

Another idea might be some custom JavaScript that opens a new tab in the browser based on answer given. I have not tried doing that before, but it might be possible.

0 0

You are not allowed to follow up in this post.

Question

Question

Load another form depending on answer in current form

Replies

Sign in to reply to this post.