Question

Registration form - Specific responses trigger a 2nd follow up form?

Forms

Updated November 4, 2019

asked on November 4, 2019 • Show version history

Hi All,

I would like to know how I can use 2 forms within one process, where a 2nd follow up form will be sent to some users based on their responses in the 1st/main form. Outline is below.

This process is for an event registration, people will fill out the form which we will use to collect information for event management purposes. Certain people attending will need to be sent a follow up form, based on their responses from the main (1st) form. We don't need to pre-fill any information, although having the basic contact info carry over would be nice. The 2nd form would be sent on a specified (later) date if possible.

The intent of the main form is simply to report on for management planning purposes - Likely exporting as simple spreadsheet.

The follow up 2nd form is for select users and will be used to fill a pre-determined Excel template that will be submitted to an external process.

Using Laserfiche Forms Professional Version 10.4.1.172

Thank you in advance for any help!

0 0

Replies

replied on November 4, 2019

Are the submitters authenticated (i.e., named users, or participant users)? If so, then you can just create a branch that assigns a user task to the original submitter.

However, you cannot have multiple Public forms within a single process and you cannot have a user task completed by an unauthenticated submitter, so this would make a big difference in your options.

1 0

replied on November 4, 2019

These are public forms, so users are not authenticating. I think that's what you're asking? Sorry, I'm still relatively new to Forms!

Based on the 2nd part of your answer, its sounds like this may not be possible? Would the alternative be to have to separate processes, one for each form?

Thanks,

0 0

replied on November 4, 2019

One option you can consider is sending an email to the submitter with links to the other public forms based on what they have to fill out and when. In your main process, the public user registers for the event, presumably giving their email address. Once that form is submitted, you can use a gateway to determine if that user needs to fill out the first follow up. If yes, send an email to their email address with a link to a form from another process. Since they are public users, they can only submit starting forms, they can't submit any follow ups. If you want some of their information to carry over, you can put that in the starting form URL based on the documentation here.

You can use a similar strategy for the second follow up form. Use a gateway to determine if the public submitter needs to fill it out, then use an email to send a link to another new process. You can also use a timer catch event if you want that email to be sent at a later date.

2 0

replied on November 4, 2019

As Jared said, because you are dealing with Public forms, and only starting forms can be submitted by anonymous users, this is definitely going to require two separate business processes. Pre-populating fields via the URL as he described would be a way to avoid duplicate data entry and identify which submissions go together.

1 0

replied on November 4, 2019

Thank you both, I believe I can make this work with the advice you've given. Very helpful.

0 0

You are not allowed to follow up in this post.

Question

Question

Registration form - Specific responses trigger a 2nd follow up form?

Replies

Sign in to reply to this post.