Open Form B based on field value in Form A

Requirement

Open another form based on the value entered in the first form.

Use Case

A course - planning platform wants to design the learning plans based on the learner's current knowledge. If a learner is a working professional, one is asked to enter details about their employment so that their course of learning is different than from a student or a non-working professional.

See how it works

Steps to follow

1. Create the forms with the following details:

Form	Form Link Name	Field Type	Field Name	Field Link Name
Learning Registration	Learning_Registration	Name	Name	Name
		Email	Email	Email
		Phone	Phone	Phone_Number
		Drop Down (Add a few courses to the drop down values)	I want to learn	I_want_to_learn
		Decision Box	Are you a working professional?	Are_you_a_working_professional
Working ProfessionalDetails	Working_Professional_Details	Lookup (Learning Registration)	Learning Registration	Learning_Registration
		Single Line	C ompany Name	Company_Name
		Single Line	Designation	Designation
		Address	Address	Address
		Number	E xperience	Experience

2. Let's create a workflow to execute during the successful submission of the Learning Registration form

3. Add the below code in the Deluge Editor:

if(input.Are_you_a_working_professional)
{
//Set the Learning Registration field value in Working Professional Details forms to the current record ID value
openUrl("#Form:Working_Professional_Details?Learning_Registration=" + input.ID,"same window");
}

This will open the Working Professional Details form with the Learning Registration lookup value set to the current record ID value.

4. Let's create another workflow to disable the Learning Registration lookup field in the Working Professional Details form during its load.

5. Add the below code to disable the lookup field:

disable Learning_Registration;

See how it works

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