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.