Linking Multiple Forms

asked on July 21, 2014

I'm trying to set up Forms/Workflow so that a user can fill out a main form and have the option to fill out a secondary form (or even a third) where both forms are then brought into Workflow and fill out different PDFs which are then combined into one document within Laserfiche.

Ideally I'd like it so at the bottom of the primary form there is a button that the user can click to open the second form (and a third form if needed, which can be a button on the second form). I understand you can use HTML to link the instance IDs together through an auto-populated variable from the first to the second form, however I have very limited HTML knowledge and don't quite understand how to create that button through the Forms designer.

I have a pretty good understanding of how I can design the Workflow side of it (The users will be generating pages within a sub-folder so Workflow can merge them afterwards), but I can't quite grasp how to implement this on the Forms side.

Thanks much.

0 0

replied on July 22, 2014

If you are looking to just link two forms and not pass any information between them, the easiest way to link to do this is through a hyperlink in the message displayed after a form is submitted. If this solution is implemented, the instance IDs will not be the same between all submissions, but some other unique identifier can be used by workflow, such as student ID or account number, or the user can be asked to manually type the instance ID into subsequent forms submitted.

If you are looking at passing information, the course BMP251: Advanced Laserfiche Forms would be a good resource. It will show you how to add pages to forms as well as some other useful functionality.

0 0

Question

Question

Replies

Sign in to reply to this post.