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Question

Linking variables within the same Forms process

asked one day ago

Is it possible to link variables within the same process?

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Replies

replied one day ago

If you are using multiple forms you can apply a variable from one form to another in the same process.  If you want them in the same form, you would need to use a formula to pull the value from one variable to another.

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replied 23 hours ago

I would suggest having a single line field within the forms process that uses a formula to pull in the data based on which of the 3 isn't blank or whatever rule makes the most sense.  Then you can use one field that will always have the collected data if any of the 3 are filled out.

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replied one day ago

Thanks Angela. 

I’m trying to create a report for one of our Forms processes – just a simple Table report displaying certain field values for a certain subset of instances. We have some information that, depending on the Type, might appear in one or more of three different variables. And I want to be able to display the value(s) in a single column. For example, an approved account number might appear in one or more of the following variables:

  • approved_accounts/approved_account
  • variable/Account
  • variable_1/ApprovedAccountOtherLocal

 

Rather than having three separate columns on the report, one for each variable, I just want one Approved Account column.

 

Is it possible to achieve this out of box? Or should I use a workflow to populate a hidden table with the accounts?

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