I have a use case where when I submit the form, i need to show a second form that captures some additional information. How do i acheive this with forms and business process? What activity should i use?
If the second form should be shown immediately after the first form is submitted (meaning that the user should be able to see the form immediately without going to their tasks page) then no, that's not currently possible in Forms. This feature has been requested and we're looking in to adding it to an upcoming release of Forms.
Are you needing the information from the second form to retain information that was entered in he first form? If not, instead of showing a message when the form is submitted you can have it direct to a specific URL which would be the URL of the second form.
If you do, does the second form only show if certain criteria are met within the first form? If so, would adding the fields that would be on the second form, but using Field Rules to only display them if the criteria is met work? You could also use the pagination examples from the LF Conference (Advanced Forms Class) so they could even be on a different "page" if that is needed.
Thanks. I do not need the information on the second form to retain information that was entered in he first form. When the form is submitted if I direct to a specific URL which would be the URL of the second form, then will the second form be in a different business process? So, I will create 2 business processes. The first business process will have first form and second one with second form?
Yes, using that method each form would be in its own business process.
As Eric said, yes it would be in its own BP. I would try to implement the pagination ability using custom HTML and JavaScript so if the criteria is met and the second form needs to be used, those fields appear. On the back end, if you need the information on two actual separate forms, you could have workflow fill out a PDF and it would have access to all the information submitted.
Thanks.
Is there a way to have a user task show the second form in the same BP instead of creating two different business processes?
Yes, you can assign the submitter a user task (provided the submitter is logging in) with the second form. You're not able to redirect them to that task right away, though. They'll need to go to their email or the My Tasks page to fill it out.
Can you please provide an example BP where user fills a form and it sends an email to user. The email has link to take user to second form. When user clicks on link, it should authenticate user and show the second form. Once the second form is submitted, it should take to thank you page. Thanks.
In that scenario, the second form is assigned to the user as a user task. If you set up an email notification for the user task (in the Notifications tab of the user task's settings) there will be a link to the submission in the email notification.
Because this is not a starting form, you cannot redirect the user after they perform the task.
Ok, thanks very much.
I have a similar scenario... My process starts with a public user accessing a terms and conditions page with an "I agree" button. Once clicked, I'd like them to proceed to an application form.
I am running the latest version of forms.
Is this possible to do within forms?
Just wondering if there has been any updates and this particular issue / feature added to 10.2 version yet ?
I would like to know if this functionality has been added since the original post. Can you complete multiple forms in one business process without assigning them.