I have a requirement for external companies to complete a pre-qualification process that would be an enormous form with multiple large attachments if implemented within a single form. I'm concerned about the size of the final submission and am looking to split one big transaction into several smaller ones.
Having read this article on launching one form from another, I'm considering this approach.
Basically I will have a master form that would serve as a road map and menu for the submitter to keep track of which parts of the pre-qualification process they have submitted. It would consist of a repeating group containing a checkbox of the child form names and buttons that call them - all of which have to be completed before the final form can be delivered. A refresh button on the form would use a dynamic data service to check for submission of the child forms and check the box if the form has been submitted.
Once all the boxes are checked, the master form can be submitted, which would notify someone that the child forms are available for review in our back-end system.
I have three questions:
1. Can the master form and child form submissions be incorporated into a single collaboration job? i.e. can the child forms be held in a wait state until the final master form is submitted, then all be submitted for final delivery? and if so, if the user wants to change what's been submitted prior to finalising the master, is there a way to assign the form back to them?
2. If the master form is saved (it may well take several days to complete the pre-qualification), when it is reopened is there a trigger event I could use to dynamically check the state of the child forms ?
3. Is there an alternative approach to bundling several forms into a single atomic submission?
What you are asking for is provided with what we call a Form Bundle - collaboration jobs.
We have an example of the form bundle that comes with the TM Maguire examples.
This is documented here.Customer Onboarding Job - Form Bundle
Please let me know if this functionality provides what you are after.
That sounds like what I need. I don't have access to these samples, so I've logged a ticket for that.