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Hi Team,

I have a case where i have to launch a new form (FormID: "new-form") from the submit of another form (FormID: "old-form"). I am able to open the new form on the click of submit using Util.openUrl("").

Problem is new form is not prefilled with data from old form although there is a  prefill service in TM for the new form.

Please help me resolve this problem

Thanks

Aman

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      Hi Aman,

      Without going into details around your prefill service, there's a couple of ways to handle this scenario, but you may have to adjust your expectations a little around how it works.

      You can open a form, typically in a separate window by using the Util.openURL() method you describe, however you need to ensure that:

      1. any prefill data you require is a request parameter in the URL to the next form
      2. the request parameters are configured in the new form's data config section in Transact Manager

      Unfortunately, this isn't a very robust solution.  

      Transact's Collaboration Job provides a more robust solution that's integrated with the default form template to provide messaging to the end user on the Confirmation page that there is another form to complete.  In fact you can configure a number of forms to complete in the Collaboration Job and Transact will expose them all on the confirmation page with useful links to each of the forms, reducing time and effort to develop.  In the configuration of the Collaboration Job you can determine if the data is to be shared between forms, what order the forms need to be completed in and any other configuration required on a per form basis.

      Have a look at the Collaboration Job section of the support site, in particular, see this step by step example of Form Bundling, which is the ability to link forms across multiple transactions and share data.

      1. Aman Kohli

        Thanks Jason.

        I already tried with the request parameter in the URL which is not working for me.

        I will definitely try working with collaboration jobs and form bundling and see how I go. Also, this concept seems that it might work for my case.

        Thanks for all your help. Will let you know if I make progress.

        Regards,

        Aman

      2. Aman Kohli

        Hi,

        I am not able to open next form on completion of first. also i cant see task in next step section of the Application Received Page. Also the step by step examples are not very clear as to what to do in Maestro form and what to do in TM

        Please help

        Regards,

        Aman

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