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Question

Question

Confirmation page for an application

asked on January 28, 2019

I am building a public-facing Client Application form. After the client finishes completing their application, I'd like to provide them a final confirmation page where they can review the info they've input and make changes if necessary, before hitting the Submit button. My big obstacle in doing this is that variables can be used only once within a form. Here is what I've tried to so far and why it's not working:

1) Split out the Client Application and the Client Application Confirmation page into two separate forms, so that I can re-use variables from the Application in the Confirmation. Downside: there doesn't appear to be a way within the Business Process or within Workflow, to actually take the client from one page to the next.

2) Use the Calculation option to feed Application field values into the the Confirmation page values. Downside: Calculation cannot be used for all field types.

Any suggestions? There is probably an easy way to do this, since Confirmation pages are pretty standard these days. Perhaps there is a solution with JavaScript, but I am not very familiar with JavaScript, although I have a co-worker who is. He would need some basic pointers of how to do this in Forms however. Help please! and thanks. 

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Replies

replied on January 28, 2019

Hi Inna

Other than having another page of the form where there is a summary of the information where I have Used Formula's to pull information forward, I have used a technique where I hide the Submit button until the Users clicks a checkbox that they have verified their information.

For things such as checkboxes or Radio Buttons, I would pull their selected values into a Text field as opposed to trying to trying to recreate the checkbox or radio button itself. This whay you can use a formula on the text field to pull this info forward.

 

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replied on January 28, 2019

Hi Steve, thanks for the suggestions. The "pull through" of selected values works for some of the simpler fields, but breaks down with, for example, a mailing address field or table fields (which I have both of in my form). Cannot seem to pull those through into a single text field.

Any other possible solutions?

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replied on January 29, 2019 Show version history

The radio button should work.

You may have to select add Values to the original Radio Button field, and then your single line field formula would simply be =RadioFieldName

For the Email Field, I used a single line with  =EmailFieldName

For the table, that is more complicated if the tables have multiple rows or contains Drop downs. In those cases you need to use JQuery to create the table rows and copy the values.

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