Hello all- a bit of a newbie question! I'm working on taking some Forms entries and assigning them to our current metadata templates. This isn't working currently, and I'm unsure if it would work without a workflow in place (our workflow isn't currently configured for Forms). I think I have to tie this into a workflow so that everything plays nicely, but we don't have our test environment up yet and I don't want to break anything (yikes!)
I believe that I have to have a "Retrieve Business Process Variables" Workflow piece called first, but where do I go from there? Right into "Assign Field Values" or "Invoke Business Process"?
What I want to happen is that when someone submits a form, the entries in the fields are then carried over to certain fields on the template. E.g. Parent's Name goes to Parent's Name, Child's Name goes to Name, etc.
If more information or screenshots are needed, please let me know!