Question

Repeating Collection Variables

Forms

Updated April 17, 2015

asked on April 14, 2015

Hello,

One of our forms is a financing application. On the form there is a repeating collection of fields for the applicant's information (name, address, phone etc). If the application is going to be for joint credit (Ex: husband and wife), then there is an option to add a repeating collection since all the fields are the same for the joint applicant. The problem this is creating is when it comes to the variables for those fields.

Currently, I have the form and attached documents being named by the first name and last name as entered on the form. However, when the application is a joint credit application and the second person's details are entered in the repeated collection, it seems the same variables are being used so my naming scheme ends up looking like this:

Smith Smith, John Nancy - Application

Since the variable is the same for the first and last name fields in the repeating collection, it duplicates the variable. This is also creating a similar problem with some other fields that I am using for some routing decisions.

So my question is how to have different variables for the fields in a repeating collection?

Or, do I just need to create completely separate fields and use a field rule to show/hide the section for the joint applicant?

Thanks in advance for the advice!

Eric

0 0

Answer

SELECTED ANSWER

replied on April 17, 2015

Inserting a number next to "Collection" will allow you to specify which value you want to populate:{/dataset/Collection[1]/Field Name}

Specific to renaming your attachments, if the file upload field is within the collection, you cannot specify which collection field variable for different file uploads. To achieve the right naming conventions you can:

Have separate upload fields outside the collection. This way you can use variable mentioned to rename your attachments.
Leave it as is and use Workflow and pattern matching to rename your attachments.

Hope that helps!

1 0

Replies

replied on April 17, 2015

I think I was able to answer my own question.

I used the token for the first name and then applied an Index value to it like this:

First Name 1 - %(RetrieveLaserficheFormsContent_Applicant_Information\First_Name#[1]#)
First Name 2 - %(RetrieveLaserficheFormsContent_Applicant_Information\First_Name#[2]#)

That was able to retrieve the correct name form each variable.

If there is a better way to do it let me know but it looks like this will work.

Thanks again Cathy!

2 0

replied on April 17, 2015

Thank you Cathy. This appears to have worked within the Forms application but I also have a few Workflows that need to retrieve this information from Laserfiche Forms. I tried using the same number parameter behind the collection name in Workflow but that fails and creates a warning:

You can see that it is unable to resolve the token when I specify which first name and which last name I am trying to retrieve (from the seperate repeating collections).

So how can I extend this into Workflow and only retrieve one or the other when retrieving Laserfiche Forms content?

Thanks again,

Eric

0 0

You are not allowed to follow up in this post.

Question

Question

Repeating Collection Variables

Answer

Replies

Sign in to reply to this post.