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Question

Question

Forms duplicated

asked on May 3, 2019

 

So I created this process and I am having this issue doing testing on it:

Problem: Making it short when the form is filled out and sent to the next user all the information from the previous submitter is saved in that form...

What I am thinking and let me know if it's correct I created the full form that consists of 5 pages I duplicated the form in 3 ways. Then I made field rules that hide certain pages until they are needed in the business process which is geared towards the end.

 

2019-05-03 10_24_41-Process Diagram _ Laserfiche Forms.png
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Answer

SELECTED ANSWER
replied on May 7, 2019

No, it wouldn't using the method I've described.  Here is an example where I started with a field for the Employee's last name and shows that the same variable is used on the four forms in this business process:

Just make sure you're using the copy icon to make a copy of the current form and it shouldn't duplicate any variables:

The times I've seen variables like you have would be if you added a new field on a form and gave it a name that was already being used, Forms would auto generate variable names like you see in your example.

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Replies

replied on May 6, 2019

Usually I use the opposite logic - start with your short version of the form.  As it moves to the next user, then add the fields you need with a different version of the form.

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replied on May 7, 2019

So you don't duplicate the form? How do you rename and still hold the variables when I set up a new form it will go from example: Staff_Email to Staff_Email_1 and Staff_Email_2 and etc.

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replied on May 7, 2019

Yes, you duplicate the starting form and add the fields you need for the next user.  Then duplicate that form and add fields for each user you need to route the form to.  Using this method then the variable names and fields follow the business process.

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replied on May 7, 2019 Show version history

So this won't create duplicates of variables? because looking at it looks like this:

Building from the ground up, would be better than top down? and then add on later to avoid this?

 

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SELECTED ANSWER
replied on May 7, 2019

No, it wouldn't using the method I've described.  Here is an example where I started with a field for the Employee's last name and shows that the same variable is used on the four forms in this business process:

Just make sure you're using the copy icon to make a copy of the current form and it shouldn't duplicate any variables:

The times I've seen variables like you have would be if you added a new field on a form and gave it a name that was already being used, Forms would auto generate variable names like you see in your example.

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replied on May 7, 2019

Thank you so much 

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