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Question

Pass data between multiple forms or Business Processes without submitting

asked on October 1, 2018

Good Afternoon All,

 

I have an interesting use case.  In this instance, our client wants to use Forms as more of a front end for SQL.  An "Sales Order Browse" form is the starting form.  This form has a table with sales order numbers and details pulled from a SQL table.  When the user selects a row and clicks a  custom button, a 2nd form called "Sales Order Details" is displayed.  The value from the "Sales Order" field in the selected row from form 1 is passed to form 2.  Form 2 uses this for another SQL lookup and populates a table on that form with details for the sales order number.  There is a 3rd form with line item details, but for this question, the first two will suffice.

The problem is, how to I grab the value from the sales order field in the table on the first form and pass it in a URL to the second form?  The form isn't submitted, so the dataset variables are all blank at that point.  I initially had all 3 forms as part of the single BP, however I couldn't find a way to trigger displaying Form 2 or Form 3 without submitting, assigning and re-opening the business process.

To summarize, I guess this is really 2 questions:

     1. Is it possible to capture a value that is typed into a field on a form in BP1 and pass it via URL to a field on a form in BP2 without submitting the form?

     2. Is it possible to trigger the display of a form in a BP other than the starting form without submitting the form?

 

Thanks for your thoughts,

Jason

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Replies

replied on March 1, 2019

To answer your two questions

1. You can kick off starting forms with initial values by URL or by HTTP post. This would only work if form 2 is a part of its own process and is the message start event. 

2. No, the instance never starts if the message start event form is not submitted. You wouldn't be able to access other forms in a process without submitting the message start event. 

You could try creating 3 separate processes, each with their own starting form. On form 1 you do the lookup and have the user select a row. You'd then have to use JS on form 1 to detect which row is selected and have a custom button that pointed to Form 2 using the URL start method. This would open form 2 with the loaded values in. You could theoretically do a similar thing from form 2 to form 3. 

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