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Question

saving multiple forms from a business process into repository

Version 10 Forms
Updated November 2, 2020
asked on October 22, 2020

In a Business Process, if i have multiple forms , when i get to the save to repository task, is there a way to get it to save all of the forms ?  I am only seeing that i can save from a specific form.

In my BP i have three forms

1. Starting Form  (the initiator fills in basic details for this BP request)

2, Approval Form  (this is a copy of the Starting form with Administrative section added)

3. Expenses Form  (this is a form for tracking the actual expenses and funds collected for the request -  This gets done after the approvals)

I want to put them all in the repo together but i don't want to make everything one giant form.

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Replies

replied on October 22, 2020

As far as I know each form will need to be saved in a separate task. What I will typically do when creating a business process that involves multiple forms is to save it to the repository as soon as its completed. You'll then need a workflow process that will pick up your submissions and combine them into a single documents if your goal is to have a completed packet. 

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replied on November 2, 2020

Thanks, thats what i ended up doing.  I placed a service task to save to the Repo after that particular form was ready to be saved.  they all end up in the same folder so it works out.

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