Question

How do I set up the process diagram to move to different forms based on answers to a question?

Forms Laserfiche

Updated August 15, 2024

asked on August 14, 2024 • Show version history

I have created 4 forms. The initial form has a series of questions. Based on the answer to one of the questions, the user will need to be routed to either form 2, 3, or 4. I am stuck on how to set up either the question routing or process map to achieve this task. I have values created for each question option. I am working in the newest forms version.

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replied on August 15, 2024

You can use exclusive gateway to route which form the user gets based on the response to the question in your first form.

The initial form needs to be in the Message Start Event. Then use conditional expressions in the exclusive gateway based on the value selected in your question to route which form the user will be assigned next (one branch needs to be set as the default). Just add the correct form to the routed user task:

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replied on August 14, 2024

A couple questions:

Are the forms you want the user to fill out different forms in the forms process to be filled out in VIA a user task?

Do you want to display the form to the user in the same form as the initial form? So a hidden section that contains the form and is hidden until the user answers a question that triggers a field rule to show the hidden section with the form.

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replied on August 15, 2024

The user will fill out form 1 and based on their answer to question 1, they will then be taken to either form 2, 3, or 4. It is for a New Event request. One for contains questions if it needs a registration created in a program, one contains questions if it doesn't need registration, and one contains questions if it is a copy of an existing registration.

There are too many variables to keep everything within the same form as many are needed in one or more forms. It was easier to make the full form, then copy it and remove the things that don't apply or adjust what needs to be hidden for the other 2 options. I think the Exclusive Gateway is what I needed.

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How do I set up the process diagram to move to different forms based on answers to a question?

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