FastField enables various advanced workflow actions that allow users to hand off forms after partial data is collected in different stages between multiple users before the final completed state. Only pertinent information in the form needs to be shown at each stage. To do this, we can use advanced rules to hide and show sections based on the current stage of the form's completion.
Setting Up the Form
Let us look at an example of this three-stage workflow. First, I have created a form with three separate sections that will display during each of the three stages. I have gone ahead and labeled each stage accordingly.
Office Stage (Section 1)
Inspector Stage (Section 2)
Supervisor Stage (Section 3)
Establishing Workflow and Delivery Actions
Once your form is set up. Select the delivery button to set up the the three stages.
Next I have set up and labeled the 3 stages of the form. The first portion will be the office stage, customer information will be collected and sent out to the inspector. Next, the inspector will complete the inspection and lastly the form will be sent to the supervisor for final approval.
At each forward stage you will need to choose the recipient and fill out the message boxes with the information you would like to be provided in the recipient's app inbox and email inbox.
Creating the Advanced Rules
Go to the advanced rules section of your form:
First, set up the variable.
Rename the variable and click on the function drop down menu.
I have named the variable Current Stage, and have selected the "Current Stage" text variable option.
Once the variable has been determined, then continue to the rules tab to set up the conditional logic to hide and show sections. Below I have created the stage rules. When setting up each rule, select your variable as "current stage" "equals" and then the name of the previously defined stage in the workflow delivery; Please note that this name has to be an exact match and has no extra spaces or characters to work correctly.