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Question

Question

Opening a second form from a form

Workflow Forms
Updated September 12, 2019
asked on September 12, 2019

I have a process where if a particular field is checked it requires another form to be completed prior to being able to submit the original form. Can someone give me guidance on the best way to accomplish this? Thanks in advance.

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Replies

replied on September 12, 2019

Just because you have a separate form in paper, does that mean it must be a separate form electronically?  If not, just have a section of the form that only shows if the checkbox is checked.  If it does still require a separate form, can they still complete the data in a section that only shows if the checkbox is checked and then trigger a workflow to move/copy the data to the required form after submission?

 

For the best user experience, I would try to use a single form to collect all the needed data rather than send them to multiple forms.

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replied on September 12, 2019

Maybe it would help if I explained a little more. I work in a Social Services agency where we take Child Protective Services Reports. I have created a form for those reports part of the requirement is that should we get a referral of a particular type we are required to make a referral to a different agency. It gets tricky because the referral must be made prior to the report being screened by a supervisor. Thus I would like to take the pertinent information from the original form and plug it into the referral form. Unfortunately the form does require information that is not collected on the original form so the intake worker must complete the referral form and send to the agency so the process does require 2 forms. Hope that makes it clearer.

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replied on September 12, 2019

You can start a laserfiche workflow from you first forms that will start a new Forms process. 

 

with LF workflow you can start a business forms process 

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replied on September 12, 2019

Ok, so it requires 2 forms on the back end, but the data for both forms is coming from the same person/submitter, correct?  If so, again, why not have a section that is only displayed if the checkbox is checked and then after they submit it, have workflow push the data into the 2 separate forms and route them appropriately?

 

In this type of setup, you would create the 2 forms as fillable PDFs and attach them to Workflow.  Then you have the form submission trigger the workflow, the workflow retrieves the data from the submitted form, fills in the PFDs, and routes the completed PDFs to the corresponding group/user/folder.

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