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Hello. Is it possible to edit form data after it's been submitted using the TransactField App portal?
The business requirement is for the submitter of a form to be able to edit the form submission via the TransactField mobile app.
If submitted form data cannot be edited by the submitter, is there a method for doing so in Transaction Manager?
*If the answer to both items is "No" - what is the suggested business rule to enable a user to edit form data after submission?
Thank you!!
~ Chris


  1. Christopher Veatch
    Thank you for the detailed reply Chantal! Yes,the use caseis a review and approval process. How can tasksbe used to send the form back to the user and get them to agree that the information is correct? Is there a Knowledgebase article or section in the Administration guide I can refer to?
  2. Chantal Thomas
    The Tasks and Collaboration Jobs sections of the TM administration guide contains some information on Tasks which are the underlying vehicle for review and approval. The other documentation sources are the Groovy Services guide and Avoka TM Javadoc API which are accessible from the Groovy console in TM.
    Regards
    Chantal

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1 answer

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    1. Chantal Thomas
      Hi Christopher,
      The nature of form submissions in TM is that once a transaction is completed (i.e. all attachments are there and the form is paid for if required) it is not possible to change the form content. Users of the TWeb portals have an option to return to the form on the attachment or payment pages in the portal but this will revert the original form submission to a saved form and allow them to submit again.

      TransactField is slightly different in that payments are not supported and all attachments are required before the user opts to submit the form and hence you can not return to the form.

      Why does the user want to change the form content after submission and at what part of the flow do they want this to happen?

      If the use case here is a review and approval process then tasks can be used to send the form back to the user and get them to agree that the information is correct.
      If the issue here is that the user wants to change the form after they submit because they realize that they have made a mistake, this is not supported.
      Regards
      Chantal
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