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Question

Question

Merging a Two Form to one approver

asked on July 28, 2020

Hi Everyone,

 

How can I merge a two submitted form in one approver or one User only?

 

Thank you

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Replies

replied on July 29, 2020

Have you considered saving the data to SQL and creating a separate form that will pull in all data that has a status indicating that review is needed? This would allow you to merge any number of submissions into a single review table on a form.

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replied on July 29, 2020

Hi Aaron,

 

Thanks for the response.

 

My question is I will need a workflow process regarding of what are you saying?

 

Thanks

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replied on July 30, 2020

Can you describe in more detail what you are trying to do? I don't think you'll need to go through a SQL table for this. 

Once you start a process in Forms, you can have different users fill out different forms to collect information, then build another form to combine data from the first two. I'd suggest have the first user fill out and submit a form to start the process, have the second person fill out a different form, then you can have a third form that combines the first two sent to an approver. 

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replied on August 2, 2020

Hi Jared,

 

I want to accomplish is to merge two submitted forms into one form. The two users submit the form at the same time, not one at a time.

 

Thanks

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replied on August 3, 2020

What about the fields they are submitting? Is each user submitting their own fields or are they trying to submit the same data? 

Do these two submissions start off the process? Or is it a step in the process? 

Are the users licensed? Or are they public Forms portal submitters?

It sounds like you should use a normal start event (not a message start event), and either trigger the process to start manually or have a workflow start the process. Once the process is started, you can branch the process to have two parallel user tasks for each person to fill out. They each fill out their own form and submit, then you can build a third form with the data from each previous submission for final review. 

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replied on August 3, 2020

Hi Jered,

 

I will try your suggestion regarding this process.

 

Thank you.

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