Form Linking and Parent Child Intro

Home Forum Behaviors Form Linking and Parent Child Intro

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    ehuezo
    Keymaster

    Hello PerfectForms Users,
    Today I will be starting a series of posts that will help you with some advanced features of PerfectForms. These features will allow you to string together forms, transfer data to other forms, and create forms that are reliant on other forms. This will save you time in entering data that may be redundant and help you integrate your process with any other process that may have dependencies on one another.

    The first step will be to learn about the Show Form behavior. The Show Form behavior can be used for something simple or it can be turned into a single powerhouse behavior. Show form can be used for the following:

    -Show a new instance of a form
    This command will allow you to open a new form from within another form. These forms will have no relationship as a standard.

    -Show an Existing instance of a form
    This command will allow you to open a form that has already been submitted. These forms will have no relationship as a standard.

    -Show a new “Child” instance of a form
    This command will allow you to open a new form from within another form. The form opened will be considered a “Child” instance and will hold relational data once both forms have been submitted. This will allow you to pass data between the Parent form (The form the child was created from) and child form easily.

    -Show an Existing “Child” instance of a form
    This command will allow you to access a Child form that has been submitted.

    -Show a “Parent” instance of a form
    This command will allow you to access the Parent form from a Child form.

    With show form commands you have the benefit of passing “Custom Parameters”. A custom parameter is data that can be sent from a form to another form without a connection. This allows for data linking, passing, and triggering other behaviors.

    Note:
    A custom parameter is an encoded URL parameter. This means there is a limit to how much data can be passed. A URL can hold 2,083 characters. Since Custom parameters are encoded this can increase the length of data passed. The benefit of this is that your parameters are kept private meaning that a user could not figure out your parameter pattern and duplicate it. A URL parameter is explicit such as:
    http://app.perfectforms.com/?e=user@perfectforms.com
    Loading that URL will populate your email in the login if you change the user@perfectforms.com
    With a custom parameter this change would not be possible.

    To add a custom parameter, click on the show form command. Now select what type of show form you would like to use and click add on the box below titled custom parameters. Select the newly added custom parameter and add a name. For “Source”, you can select a field or a formula. A field will send the data that is populated in a field, a formula can send a combination of fields, a function, or a static (Non Changing) value.

    Hint:
    Try to keep custom Parameter names as 1 to 2 letters and do not use characters other than letters. Limiting names will allow you to keep more characters in the URL reserved for data that is sent.

    To use the data that is held in a custom parameter you will have to call it. The best place for this command is when a form opens. Do the following:

    -When form opens
    -Set field
    -Select the field you would like the data in
    -Select formula
    -Delete the pre-populated empty
    -Add function
    -Click get custom parameter
    -Click on “empty”
    -Type the name of the custom parameter. This is case sensitive, character sensitive, and space sensitive.

    Now if a form is opened from another form and that command includes custom parameters, the data will be populated in the freshly opened form.
    If you do not wish to change the data once populated be sure to use conditional logic to avoid setting that field again such as:

    -Only setting the field if it is blank
    -Only set the field if it is in a certain stage

    Thank you for your time today, I have also included a 3 minute 30 second video displaying the use of a custom parameter below. If you have any further questions please feel free to post below.
    Happy Form Building!
    -Eric

    Video 1

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