Hi Angela, thank you very much for your answer.

Sorry for asking some questions about what you said, since this part of returning to the initiator is where I am a little confused.

Let's assume that the form as you propose has the first stage visible to the client, and the second stage hidden. When the client in the first stage sends the form, the form will be received by a member of the work team who will internally review the information that the client sent. So, my biggest question is how do I return the same form that he started to fill out to the initiator so that he can complete the second part? Suppose a week has passed since that first stage has happened, how can I send the form back to the initiator so that the second stage can continue? Is there a way to generate some type of unique link that is linked to that form so that it can be completed, or how would that work?

To put it simply, you can just assign the same form at each unique step throughout the business process, and check the box to email users when the task is assigned or reassigned. (You would do this by adding a user task to your process diagram, and selecting the form for that task.)

Then, as Angela mentioned, you can use show/hide rules, as well as enable/disable (read only) for each step/stage in your process.

If the initiator is internal then you can simply assign the task back to them with a design like this:

If they are external, you will need to create a unique link that is emailed to them.  You can do this by capturing unique information like the InstanceID, a person email address, etc.  Instead of the User Task use an email task and have the link available there combining the variables and values.  Ex: yourformlink/?UniqueID={/dataset/UniqueID}&EmailAddress={/dataset/EmailAddress}.

You can use the variables to call a lookup rule to repopulate fields but it only works for certain types of fields like single line or data.  If you have radio buttons or checkboxes you would need a JS to pull in data and use an array to repopulate the form.  I can send you a script and some instruction on how to set that up if that is what you are needing.

Thank you very much for your explanation, at this moment I have to leave the office due to a personal emergency, but as soon as I return I will try to apply your recommendation and I will let you know if I was able to make it work. In my case, the client is external, that is, it is a public form to be filled out by any resident of the city who wants to apply for a business license.
Thank you very much for your graphic example, and all the time you have taken to provide me with the explanation.

Hi Luis,

I'm doing something very similar to Angela, where we are sending a Forms link to an external customer for them to complete. This is actually initiated by an internal staff member. In our case the External link is actually a Public Form. To prevent unexpected use, I have rule that if some of the fields (which are hidden) get prepopulated in the initial URL are not poplulated, a warning is shown and the Submit button is hidden. This also prevents staff members starting the form incorrectly.

Hi Angela, sorry, respond now, I had a family problem that I'm dealing with, but I'm back. Yes, the client is people who live in the city who need to apply for licenses. Regarding what you told me, could you give me the JS code, as well as how to create an SQL database for this case? Sorry for asking so much, I'm relatively new to Laserfiche.

Thank you