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.
Steps to follow
|
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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