Need Forms Field to Track Current User Through Steps of a Process

asked on December 22, 2021

I have a process that involves a form that can be submitted by 2 types of Users (A Salesmen or a Driver), to be reviewed by a third party if submitted by a Salesmen and to skip to a final review step if by a driver. We're trying to hidden variables on the form to track the Username of whoever is currently viewing the Form, but running into an issue when field rules that update some other user/state tracking variables only run when the form is first ran ie. when the Salesmen does the first submission, that submission is reviewed, and the form is now back with a driver the form is wrongly still denoting that the form is being looked being looked at by a Salesmen.

Is there a way to have such a variable that can update at every step of a process that's viewing it?

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replied on December 22, 2021

For field type such as single line that is used for gathering value, the default value with variable will only be parsed when the form is loaded for the first time, once the field has value and submitted, when the form is loaded the second time, it will use the submitted value instead of the default value, that's why the value is not updated every time.

For custom HTML as it is not used for gathering value but for display, the variables values will be updated every time the form is loaded.

You can add a custom HTML to the form and use the current username variable in it, then use JavaScript to get the value from the custom HTML and update the other hidden variable value based on it.

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replied on December 23, 2021

Thank you, we had some issues with getting that fields rule to then trigger but we figured that out as well.

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Need Forms Field to Track Current User Through Steps of a Process

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