I have a question about a best practice solution. I have an existing forms process (purchase Request) which currently ends with the addition of a PO Number and attached purchase order form. The form and metadata are then stored to the repository. What we would like to do in incorporate an “Amended Request” process where a new instance of the same form would be initiated. The user would enter the existing PO Number which would populate several additional fields from the original Form.
I have found where this has been done by creating a view in the Forms database based on the instance ID. https://answers.laserfiche.com/questions/143443/Use-forms-database-in-field-lookup
Do you think this would be the best approach or is there a way to more directly access the metadata from the repository and use this as a lookup value?