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Question

Question

one form become 2 forms

asked on October 24, 2017

Hi all!

I'm working with our Risk Management Department to combine several forms into one. For example, an employee backs a city truck into a fence. In the past, the employee would have to fill out one form for damage to city vehicle & another form for damage to the city fence. Our Risk Management wants to combine these form into one (no problem) but then have it be stored as 2 separate claim files in the LF repository.

I believe this can be done with Work Flow in LF after the form is saved there. I'm wondering if anyone has done this before and if there's any special design I should incorporate in the form so it's easier for workflow?

Thanks for any input!

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Replies

replied on October 24, 2017

I haven't tested it but you might be able to just add a second "Save to Repository Task" for the second location. This would make 2 copies and depending on size may not be the right move.

In Work Flow you can use the "Move Entry" tool to create a copy or just a shortcut and place that item in the repository.

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replied on October 24, 2017 Show version history

If all you need to do is store two separate forms but collect all the information in one form, then workflow shouldn't be required.

You can do the following:

  1. Create your main form (Form 1) for capturing the information; this is your Starting Form
  2. Create two additional forms (Form A and Form B)
    • Use the same variables from Form 1 (Drag them over from the "Variables" tab)
    • Design them however you want so each one fits the intended purpose
  3. Create two separate Save to Repository tasks (One for Form A and one for Form B)
    • In the section where it asks which Form to store, select the appropriate Form

 

Both documents could look exactly the same, or they can be adjusted to match the intended purpose and only show some of the fields, perhaps in a completely different order.

For example,

  • Form 1 collects -
    • Name
    • Email
    • Drivers License Number
    • Date of Accident
    • Vehicle Plate Number
    • Comments

 

  • Form A only shows -
    • Name
    • Email
    • Drivers License
    • Date of Accident

 

  • Form B only shows -
    • Name
    • Comment
    • Date of Accident
    • Vehicle Plate number

 

Each Save to Repository task would use one of the "sub" forms (A or B), and save it to the appropriate location.

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replied on October 25, 2017

Thanks so much for the great ideas!

I was able to figure out how to divide the form & that was perfect as I'm able to save to the Repository with specifics for each of those forms.

You guys ROCK!!

Divide form.jpg
Divide form.jpg (14.01 KB)
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