Question

Submit pieces of a form?

Forms

Updated January 6, 2021

asked on January 6, 2021

I'm not sure if it's possible to do what we'd like, but hopefully someone here will have some ideas.

We have a process built for requesting access to our computer systems. At the end of the process, we'd like to add a form where the various account names (and other information) can be entered, as the build is completed.

Some accounts may be available in a day, others in a week. Is there any way that the person filling in this information could "Submit" the values as they're filled in while still leaving the form active? We're reporting on this information through SSRS, and will ideally build a "where your account build is at in the process"-type report. So we'd like to be able to show that the account for System A is ready, even if Systems B-Z are still not filled in on the form.

I don't believe saving as a Draft would write the data to the DB for us to pluck out for our report.

And submitting the form wouldn't leave it editable so the account information for the other systems could be entered.

I'd like to avoid having a separate form for each system, unless they can be tied together somehow (maybe using an iFrame or similar)?

Any ideas?

Thanks in advance!

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Answer

SELECTED ANSWER

replied on January 6, 2021

You can have a user task with two outflows, one that wraps back in to the same user task and another that moves on to the next step. On the form, have two action buttons, "Update for Later" and "Complete". If you want to add data to the form, open the user task, add the data, then click the "Update for Later" button which technically submits the form, saves the data to the db and wraps back around to the same user task. You can do that as many times as you'd like until the form is complete, at which point you'd click the Complete button moving it on to the next step.

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replied on January 6, 2021

Brilliant!

I think that may be exactly what I need!!!

I'll give this a try in the morning and then come back to mark this as the answer.

THANK YOU!

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Replies

replied on January 6, 2021

Not ideal, but I just had a thought:

Maybe I could create individual forms to collect the account information for each system, then have one form with hyperlinks to all of the system-access forms. I could pass variable information in the URLs.

Of course that would mean a bunch of published forms cluttering up my Start Process tab.

Like I said, not ideal...

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Submit pieces of a form?

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