Adding fields to one form that automatically links up to all others

asked on July 25, 2017

I was directed to you guys for this question. Our firm just started using Laserfiche Forms a few weeks ago and we were wondering if there is any way to add a new field to a form without having to add it to the main form and duplicating it out to the rest? For example the flow below has different versions of the form depending on where it gets sent off to. IF we wanted to add a field to all forms is there a way to do it and have them link up? Otherwise would duplicating the main page out to the other pages be the only way? I know I can’t start adding the “same” field to each one because the fields won’t be linked up as they end up getting saved like the following: field_1, field_2, etc.

Any input, suggestions or guidance would be greatly appreciated. I have a picture of the rough flow attached. Ideally, I add a new field in one of the many versions of the form and it gets added to the rest.

Flow_3_0.docx (30.84 KB)

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replied on July 25, 2017

Hi Duane,

If I understand your request correctly (sounds like you want field values to persist across the various forms used within the process), you should be able to accomplish what you want by making use of the processes's "Variables", found in the Layout tab for a given form. For example:

Notice how the variable named "Table" appears in boldface--that means it's not included on the "Sandbox" form, though it can be dragged-and-dropped onto the "Sandbox" form--doing so will add it to the form and when the form is assigned to a user task in the process diagram, it will contain whatever values were entered into it in a previous step(s).

TL;DR If you have a field named "Field 1" on "Form 1" that gets populated at some point, you can pull it into "Form 2" for use in a later step by dragging and dropping the variable "Field 1" onto "Form 2".

I hope that helps!

~Rob

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replied on July 25, 2017

That should help a bunch and ironically I had just run across this solution as you responded. Thanks for your help and confirmation that this method should work great!

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replied on July 25, 2017

No problem!

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Adding fields to one form that automatically links up to all others

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