Question

Pull data from previous Form submittal

Forms

Updated May 10, 2018

asked on March 21, 2016

I wanted to know if there is a process to pull data fields from the previously submitted Form.

For example:

Inventory 1: Num, Pounds, Average fields

Inventory 2: Num, Pounds, Average display old values beside the box for the new values.

0 0

Replies

replied on March 21, 2016

Yes, you would use the Set Business Process Variables in Workflow 10. When a Form is submitted, have a it launch a workflow. I would make sure to set the "wait until workflow is complete" option on the Task. The workflow is basically going to be just two items:

The first gets the fields you want to transfer, and the second is going to send those values over to the second form. So get the Num, Pounds, Average. Then in the Set, set the variables to the next form and populate them with the retrieve.

0 0

replied on May 10, 2018 • Show version history

I have a slight variation on this question - when should my form call the work flow?

The back story to this is I'm trying to design an Annual Performance Review form. Let's say my supervisor writes an employee performance review in 2017 and sets goals for the employee to be accomplished in 2018. When the same supervisor writes the 2018 review for the employee, he wants to see the 2017 goals show up so he can rate the employee on how well he accomplished those goals.

I get the workflow described above & I think I can get that part to work. The problem is it seems i can only call the workflow AFTER the supervisor completes the form and he needs last years goals when he's writing the review.

Here's my wrong business process ... what am I missing here?? (oh, I'm on professional forms 10.2 - thanks!)

Employee evaluation business process.jpg (59.32 KB)

| Download

0 0

You are not allowed to follow up in this post.

Question

Question

Pull data from previous Form submittal

Replies

Sign in to reply to this post.