I'm on my trial and I have an issue that is a kicker to determine going forward.
I'm setting up a business process that each form will build on a previous form's submitted data.
Form 1 - initial input to start process
Form 2 - management form, to be used to accept what is in Form 1 - this form uses a lookup field to get "Name" from Form 1
Form 3 - is the next set of criteria that "Name" will need to go through. (
HERE IS THE PROBLEM - see below)
Form 4 - another management form to determine going forward in the process.
(this process has multiple stages(forms) and it continues on a pattern of "get information" and "management acceptance")
THE PROBLEM:
In Form 2 (management form), pulling "Name" from Form 1 works fine. I can select and it saves the data w/ that "Name" in the data.
When the "Name" is selected in Form 2, and the question "accepted or not" (boolean values the data stores fine.
Going into Form 3, which, once again will pull "Name" from Form 2 using a lookup to get "Name".
The problem is, I cannot get a lookup process to work with the data contained in Form 2. When making selections, I have no options under "Select" to complete the lookup. I see "User Defined Fields", but there is nothing there to select.
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I'm not sure why I cannot have a second lookup that needs to pull - any thoughts??