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Question

Question

How are changes in forms reflected in aggregate reporting provided by Forms 10.3

asked on January 17, 2018

Use case:  I have an IT team member form with a section identifying network access needed.  In that section I've added and removed different types of access over several versions of the form (I am up to version 9 of this form).  In Forms 10.3 where the reporting allows for a compilation of all forms content across versions, how are these changes handled?  Meaning, do the added/removed fields still show up on the reports but without content?

Please advise as we are considering how to address reporting once we get to 10.3.  Thanks.

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Answer

SELECTED ANSWER
replied on January 18, 2018

Hi Michelle,

For the 9 version of form, did you have 9 different business processes? Or are they forms inside the same business process?

If they are in different processes, you can add all these processes into one report, and use linked variable to show the variables from different processes in a single column:

When you add new fields to the form, you need to update the report to include the new fields; removed fields would disappear from the report.

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replied on January 19, 2018

Yes, each of the forms is part of a separate business process.  In following best practices, I have made a copy of the business process, modified the form (or the business process) as needed, and then promoted the copy to production.   

In your example of linking variables, do I need to link variables that have the same name that occur on the different forms or are they already considered linked?

OR Must I link all variables that I want to report on as a single item?

 

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replied on January 21, 2018

You have to link them manually.

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