Hi all… A little background on work flow. We will have an externally facing form where we collect some data from them. Think of it as a basic “Registration Form” to collect basic company data. One of the bits of data is “Company Name”
At this point we ask them to go off, perform some work, when they are done with that work, we want to collect that data. My understanding is that we can not send them back to the original form, load up their info and then supply addition fields… So, the thought was, to create a second “Data Collection From”
So, basically my problem is this. When the user returns to fill out the “Data Collection Form”, how can I tie this data submission back to the “Registration Form”.
My thought was, if the “Registration From” collects company name, I could use this column. When the Data Collection Form is displayed, one of the fields could be the company name field from the “Registration From” and displayed in a drop down list box, allowing them to select which company they are from when submitting their data. I know there is linking between tables, but trying to achieve this functionality didn’t seem possible, but thought I may have just missed something.
Is this something that is possible out of the box? I believe the license we have is the Pro.
