Multiple forms on one application
Hi,
We need to create one application including two forms depending on the type of the request.
Example: one application for onboarding and offboarding an employee with a separate process for each case. The initiator needs at the beginning to choose which form (onboarding or offboarding) he wants to fill.
What are best practices to manage this, any clue on how we can avoid rules number on the form without creating separate application? What's your experience on that?
Thanks!
Ali
-
I would create 2 sub-processes. One for On-boarding, one for off-boarding. That way if they decide they want to add a third - say for transfer, then you add a new sub-process for that one etc.
The sub-processes can have separate forms, but using the same data structure.
we track our forms using SharePoint lists, so I would have separate SharePoint lists that each sub-process updates.
-
Oh wow, thanks for your prompt answer.
It's ok for the subprocess but our issue is more about the form. Actually, what we do to handle two forms on the same application, we manage this by hiding fields of the second form if we choose the first one and vice versa... but imaging for each form, if we have 50 fields, we need to build twice number of rules. So, technically, we're creating only one form and we manage the display of the two request by hiding rules.
Is there anyway to avoid this or this is how you build your application too and we don't have choice but to create rules?
Otherwise, how can we allow the initiator to choose between two different forms created on AgilePoint?
Thanks!
-
if you are set on one form then try using the tabs. You can set rules on the form load whether or not show the various tabs based on field values. The tab appearances will change dynamically as they use the form and change values (one they leave the current tab).. For example: the first page is general information common to all types, 2nd tab only if type = On-Boarding, 3rd tab only if type = Off-boarding, last tab is summary of approvals.
You can set them up to go through in a specific order or ad hoc. If you place a required field on the last tab then they have to change tabs.
Please sign in to leave a comment.
Comments
4 comments