You are viewing limited content. For full access, please sign in.

Question

Question

Form Updated by Approver

Forms
Updated June 7, 2021
asked on June 2, 2021

I have a form that is submitted by users and then is sent for approval/denial.  If the form is approved, I want to return to the form and have the approver update the form with their signature.  I just can't seem to figure out how to do this.  

0 0

Answer

SELECTED ANSWER
replied on June 2, 2021

1. Form 2 is another form in the same business process. If you go to the initial form, there is a toolbar button to copy it. This will duplicate that form by creating a copy. On that copy, I would add a section header at the top and set that section to be read-only. Then at the bottom, add another section that is not read-only and include the signature field. That way all the previous data can be seen but not changed, and the signature field can be signed. 

2. Nope, even easier. Because you created a copy of the first form, the second form will be built using the variables from the initial submission. The copy will automatically be filled with data from the first form! 

And in the future, if you want to pass data from one form to another, instead of adding a new field to a form, above the fields click the Variables tab. Drag the variable from the previous form on to the new form and it will pass the value through. 

0 0

Replies

replied on June 2, 2021

You should have a message start event followed by a user task assigned to the approver. If approved, go to another user task assigned back to the initiator with a new form selected. That new form should be a copy of the initial form with an additional signature field. 

So the message start event, approver task, and submitter task at the bottom should all be the initial Form 1. The user task to the right should be Form 2 with all the same fields set to read-only and then a signature field that's editable at the bottom. 

 

0 0
replied on June 2, 2021

Thank You for that.

But I still have a couple of questions.

1. Is Form 2 another form (another BPID) or a copy of Form 1 (same BPID)?  (I'm thinking another BPID.)

2. Since it's another form (same or different BPID), how do I populate Form 2 with the data from Form 1?   (I'm thinking workflows.)

I'm feeling a bit lost on this one.

0 0
SELECTED ANSWER
replied on June 2, 2021

1. Form 2 is another form in the same business process. If you go to the initial form, there is a toolbar button to copy it. This will duplicate that form by creating a copy. On that copy, I would add a section header at the top and set that section to be read-only. Then at the bottom, add another section that is not read-only and include the signature field. That way all the previous data can be seen but not changed, and the signature field can be signed. 

2. Nope, even easier. Because you created a copy of the first form, the second form will be built using the variables from the initial submission. The copy will automatically be filled with data from the first form! 

And in the future, if you want to pass data from one form to another, instead of adding a new field to a form, above the fields click the Variables tab. Drag the variable from the previous form on to the new form and it will pass the value through. 

0 0
replied on June 7, 2021

Thank You!  This is exactly what I needed.  I hadn't used two forms in a single process before.  I love learning new things!

Thanks Again!

1 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...