Question

Terms of service form linking to secondary form

Updated December 16, 2015

asked on December 15, 2015

I have a client who is trying to link a basic terms of service page in Forms with a single submit button that links to a secondary fillable form. The idea is to have the individual read through the terms of service before continuing on to the actual form area. Is this possible in laserfiche forms? Anyone familiar with this? I seems like it would be possible but I'm not sure how to accomplish it.

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replied on December 15, 2015

Blake,

Thanks for the fast response. The first option you selected is where they are leaning. The second we tried but they felt that it didn't look as clean. However, with the first way, we tried to set the start event to then jump to the secondary form but it just sat there once we hit the submit button on the first section. Maybe we are missing a step.

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replied on December 15, 2015

It can't be pointed to a form within the same process. It has to be a completely different process since only one form can be marked as the starting form for a process.

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replied on December 15, 2015

Ah I see. That may have been our issue. I'll follow up when I can.

Thanks for the info Blake.

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replied on December 15, 2015

You could do this a couple ways. The first way being as you described. You would have your first Forms process that only displays the terms of service and asks them to agree to it when it is submitted. After it is submitted you would change the start event in the process modeler set to redirect the second form they need to fill out. It would be two different Forms processes.

The other way you would do it within one Forms process by simply hiding the rest of the fields until they select that they agree to the terms of service using Field Rules or just have the terms of service with an accept checkbox at the bottom of the form and make it required so the form can't be submitted without them accepting it.

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replied on December 15, 2015

Are these anonymous users or are they authenticated? If authenticated, you could use the new "Automatically load the next task if the same person is assigned to it " option in Forms 10. Otherwise, I would just hide everything until a checkbox is checked like Blake suggested.

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replied on December 16, 2015

They are anonymous users.

I think we'll just have to go with the hiding of the fields until they click the accept terms button. Thanks for the assistance guys.

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Terms of service form linking to secondary form

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