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Question

Form Field Not Keeping Text

Forms Version 11
Updated June 4
asked on June 3 • Show version history

My organization uses Laserfiche 11.  I have two forms.  One form is a travel request that has a list of approvers and a date that the approver approved the form.  The user has the option to select which approvers are needed.  Each selected approver will receive a task to complete the approval.  The other form is a copy of the first form along with some other fields added that are needed by our travel/fiscal services department.  Once all approvals are complete, the form is sent to our training center commander for review.  Once the review is complete, the admin aide will be sent the same form for final review.  When the training center commander gets the form, the approver fields show the correct information.  My issue is when the admin aide gets the form for review, the approver fields are blank.  I am adding a screenshot of the approver and a screenshot of the process diagram.  Any help would be appreciated.  Thank you!

 

Approver Screenshot.png
Process Diagram.png
Approver Screenshot.png (22.44 KB)
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Process Diagram.png (19.87 KB)
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Replies

replied on June 3

When you created the second form, did you drag and drop the existing variables created from Form 1 or did you create new variables?

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replied on June 3

I just made a copy of the first form and renamed it.  When I look at the variables list it shows the variables exist on both forms.

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replied on June 4

Thanks all for the replies.  I found a solution that works.  Instead of having two forms I put all the fields on one form, and I am using the field rules to control which sections are hidden or displayed.  This is working like I need it to.

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replied on June 3

I am guessing that the values for those fields are being populating the same way the Approving Supervisor field is being populated? Are all the fields shown to all users?

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replied on June 3

Fields are shown to all users based on what they select from the checkboxes.  So if someone selects the Unit Commander checkbox, the Unit Commander single line field will show along with the date.  The single line fields have look up rules attached that gets names from our personnel database.

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replied on June 3

Here is an example of what I'm talking about.  The first screen shot shows the approval fields filled out.  The second screen shot shows the form when it is sent to the admin aide and the unit commander field is not blank.  It's weird because the date field has been maintained.

replied on June 3

Heya, when posting you should be mindful about what PII you are sharing, just for future posts.

I have a feeling this is more to do with the Inclusive Gateway and how it goes into one task. Looking at the workflow, is the 'Request Received For Training Center Review' task created once all of those prior tasks are done, or is it created each time that one of the previous tasks is completed?

replied on June 4

Thanks for the PII tip!  The Request Received For Training Center Review task is created when all the prior tasks are done.

replied on June 3

There are a few things to check:

1. Double check the variable linked to the field on the second form is the same one as the first form

2. Confirm the field variable has value on instance details page, variables tab

3. Check if there is any formula/lookup rules/custom script on the second form. If any, remove and test again

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