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Question

Question

leaving a form and then coming back to the same spot

asked on January 15, 2021

So, I am trying to set up our new hire paperwork, and I want a certain policy form to show up only if the employee indicates that they are a doing a certain job. Once they sign the consent form, I want to process to take them back to where they left off in the new hire packet. Is there a way to do this?

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Replies

replied on February 9, 2021

Two ways I see to do it:

  1. The part of the process they are completing just before and after this policy form would be two separate tasks, with the policy form being a third task in between them (with Gateways to determine whether or not to include it).
  2. Manage the policy form as a separate process that can be acessed via URL.  Then using a Custom HTML element within your actual form (which can be shown/hidden via field rules), include a link to the policy form process:
    1. Example:
      <a href="https://answers.laserfiche.com" target="_blank">Click Here to Open Policy Form</a>  
    2. This is great for leaving the form they are working on in progress while they open and process the secondary form.
    3. The downside here, is that without some Javascript, you're not going to be able to require that they actually click the link to process the other form.  I am happy to help with the Javascript if you want to go this route - I have a similar form that I use, that is able to tell that the other process was actually opened and processed.
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