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Question

Question

LInk two active processes

asked on September 20, 2021

We have forms that are interlinked sometimes. Forms A sometimes instructs the user to fill out Form B. From B can also be filled at as a standalone process. In both forms there is an approval step that would go to the same person, if both forms are filled out. We would like to be able to send an email with links to both processes if they need an approval so that it is easy for the approver to know the forms are associated with eachother. Is there a way to do this?

 

FYI: “Form A” is actually several forms that all have the potential to be interlinked to Form B.

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Replies

replied on September 21, 2021

So, is form A like a longer version of form B?  How would you know if you needed to fill out form A or form B?

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replied on September 21, 2021

Form A are different forms not a longer version of Form B or each other. It's just that sometimes depending on what they fill out on a Form A they may need to fill out From B as well.

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replied on September 21, 2021

Would the user be logging into Laserfiche Forms, or are these public facing forms?

 

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replied on September 21, 2021 Show version history

Logging into Laserfiche Forms, none are public forms.

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