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Question

token from form to form

Forms
Updated May 1, 2017
asked on May 1, 2017

I have a form with two nested drop-downs, which are populated via lookup rule.  I would like to be able to hit submit on this form and have another form open with information populated based on the two drop-down selections on the previous form.  How can I populate fields in the second form, based on the first?  

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Answer

SELECTED ANSWER
replied on May 1, 2017

This is one of the core functionalities of Forms.

The second form would be assigned via a User Task.  The layout of the second form with the fields from the first form can be created by copying the first form.  Alternately you can use the "Variables" list from the "Layout" page to add the fields to the form.

If the fields that are populated on the first form are also included on the second form, you can use those fields to trigger data lookups or field rules in the second form.  And you can make those fields read only (or hidden) on the second form.

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