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Question

How to combine 2 forms into 1?

asked on May 18, 2021 Show version history

Is there a way that I can combine two forms into one final form? They are both created within the same process.

I have this:

  • Form A – Employee Submits to Payroll (seen on process diagram as message start event)
  • Payroll then reviews Form A in a task ("Payroll Validates Employee Elections") and either approves and moves to next step, or rejects and sends back to employee for additional information.
  • Form B – Payroll adds the “for office use only” information ("Payroll Completes admin part of form")

 

I also want this:

  • Final form that includes both A and B is saved as 1 form in Laserfiche and the employee is emailed the completed form.
    • I added these steps to my process diagram: "Merge", "Save completed form to Laserfiche", Notify Employee of Enrollment Confirmation".

 

The form flows properly, but form A and B end up saving separately in the LF folder, and the employee only receives Form B. How do I get it to save as 1 form?

My process diagram is attached.

Merge.png
Merge.png (28.63 KB)
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Answer

SELECTED ANSWER
replied on May 18, 2021

Sure, what you can do is copy one of the forms to create a third form just for saving to the repository. On that third form, you'll already have all the fields from the copied form, but then you'll need to add the additional fields from the other form. Go into the form designer for the third form, and instead of dragging fields on to it, click the Variables tab above the fields. That will allow you to drag values from the other form(s) on to that final form. In the save to repository task, just save the final combined form. 

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replied on May 19, 2021

Worked perfectly, thank you very much!

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