FORMS: Add Sections (Fields) for Specific Reviewers and Approvers

asked on April 15, 2015

Is this not possible ? I've read some other posts from late last year that seem to have similar questions without resolution.

Use Case: An HR Action Form is submitted by a department to central administration. HR needs to review, analyze and make comments for senior management. The central administration fields do not need to be present or seen by the submitter. But a submitter does need to see whose queue the form is in and at what stage in the process.

1) Submitter completes Section 1

2) Section 2 is added after submission to Reviewer, Section 2 Fields only visible to Reviewer

3) Reviewer Approves to Manager, Section 3 is added for Manager Comment. Manager Can see all Fields, and Submitter can see that form is in Manager's Queue but not Section 2 or 3 fields.

Is this close ? Is there a coded JS or other workaround to add sections (of fields) when a form hits a 2nd or 3rd level approvers inbox ?

Attached is FORM I'm trying to mimic. Again, submitters don't need to see HR review / comments / analysis

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replied on April 15, 2015

It is available and has been since day 1 of Forms. The thing to keep in mind is the terminology of Forms. In Forms you first create a Process. A process can have multiple forms within it and also contains a workflow of what happens after the starting form is submitted.

So to accomplish what you have suggested, you would create your starting form that only includes Section 1. You would then clone or copy that form with Section 1 on it and then add Section 2. At the User task for the Reviewer you can specify which Form they should see at their step, so you would choose the one with Section 1 and 2 on it. You would repeat the same thing for the Manager's User Task for a form that includes all 3.

We currently use this in most of our Processes in Forms.

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FORMS: Add Sections (Fields) for Specific Reviewers and Approvers

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