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Question

Question

Can I activate additional fields based on user after form has been submitted?

asked on October 28, 2015

I have a form and I would like to accomplish the following:

Outside public goes to link and sees first 4 fields of form and completes them.

Form goes to user inboxes.  Based on user, more fields open up which that user can then enter information into.

I'm dabbling with hiding fields, but I not only need selected users to see fields, but to also edit them - and this would be after the form is submitted. 

i.e.

Jane Doe provides me with her name, ID #, some text and a signature.  These are the only fields Jane Doe sees.  She clicks on submit and form enters process.

Form is routed to inbox for User A.  User A opens form and, based on the fact that they are User A, a couple of additional fields appear.  User A can enter text or make a choice in these fields before proceeding to the standard approve/deny option.  Form then goes to User B, who can see what User A has entered as well as the contents from the original submitter.

I know there is an approve/deny feature (I am already using that) and a comments box that is available at the step where User A would receive the form.  However, I want my User A to be able to supply more information than these 2 choices provide before the form proceeds to User B.  I don't want to rely solely on the comments box.

Is this possible?  I am somewhat familiar with CSS and forms creation, not familiar w/Java.

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Replies

replied on October 28, 2015 Show version history

Depending on the exact details of the process, you may want to consider just using multiple copies of a form. Form1 can be the initial form with the four fields that the user fills out and submits. Then make a copy of Form1 and rename it to Form2 for example. From here, you can add the additional fields that you want User A to fill out while also optionally making the original four fields read-only. Then you can make a copy of Form2 and call it Form3 and then add more fields to it for User B to fill out, etc.

At each user task step in your business process, make sure to assign the correct form.

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replied on October 28, 2015 Show version history

Hi Jane,

 

You can create a sub form with the additional fields, and have the User A work with the said form.

see example below:

2 Forms within the AP Voucher Form process:

 

Submitter submits from AP Voucher.

 

Approvers work with Voucher Authorization with Extra fields.

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replied on October 28, 2015

This works GREAT, thank you for the tip.  One more question, if you know. . . is there a way to copy form #1 to create form #2 without having to start from scratch?

When I am at the approve or deny task and want to select the "subform", it looks like I have to create it from scratch (don't see any copy option).  How would one copy a form within a process?

And while I'm at it :) can forms be shared/copied between processes?

 

 

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replied on October 28, 2015

at the form that you are currently working with, theres an icon that looks like a double paper.  Click on that and it will duplicate the current form for you.

 

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replied on November 4, 2015

This process is working beautifully with one exception - when I create a subform for user A, I cannot figure out a way to have an uploaded file come forward as a default in the subform.  Please see my subform below:

I need all of the information from the original form and any possible uploaded files to default into this subform.  I've tried using the Single Line field (which works great for pulling in responses to multiple choice questions) but that doesn't work.

 

Is there a way I can get the uploaded files to come forward on this subform?

 

 

 

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replied on October 28, 2015

Thank you once again.  You have been enormously helpful!!

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