Question

using one form to prefill another

Forms

Updated April 7, 2016

asked on November 30, 2015 • Show version history

Hi!

A customer has requested a feature, and im after possible solutions.

they have service people that fill out one form per site they visit (several per day with times on it)

Then, there is a second form which has a daily record of all the time spent for that day.

Rather than filling out the same information on the 2nd form, they would like to have the information on the first form prefill the second.

Im not sure if forms can do this, so im wondering about getting both forms to fill out a master pdf.

any direction appreciated.

Mark

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Replies

replied on November 30, 2015 • Show version history

You can do this by having the first form write to laserfiche so that a workflow can write to a database. Then the current forms can pull that in by using that database.

But with Forms 10 this process becomes much, much easier. Once they are written to laserfiche you will be able to create a workflow that will feed information back into the form so that you can have multiple forms feeding into the one form.

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replied on December 2, 2015

Hi!

I'll need to do some reading, but it sounds like i need to wait until i have forms 10.

Separately the forms are pretty easy. i'll encourage them to leave linking them until we can check out the new features.

Thanks

Mark

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replied on January 18, 2016

Hi!

I'm reviving this thread hoping for some more information.

after the holidays and some other distractions, i'm back to needing this functionality.

can anyone give me suggestions (or links to documentation/examples) on how i achieve this?

I now have a copy of LF10 running on a demo system i can play with, so i need to get moving with a working demo.

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replied on April 7, 2016

Hi!

We got this to work, so i thought i'd put some feedback here in case it helps anyone else.

First, the new features in v10 seem to be the ability to pass information between different forms in the same process.

In our case the 2 forms were different processes, so we used a SQL table as a temp storage for the details.

We needed the SQL table rather than referencing directly because the first form can be submitted multiple times for each of the second form. If they were a 1:1 the whole process would have been heaps easier.

The first form is sent into the repository with some extra metadata like 'form name', ' form process ID' and 'form Instance ID'.

A workflow is triggered to use this data to read the times from the forms database and write to our sql table.

When the second form in opened, it uses the lookup rules to fill the times that match the chosen employee identifier.

The employee can then modify if needed and submit.

This triggers another workflow that deletes any rows out of the sql table that have just been submitted.

As it stands, its been live for a few weeks and is running fine.

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using one form to prefill another

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