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Two Stage Form
I have a need where I want to fill out one page of a form and email the contents to an email address I specify in the form. The email recipient receives the form data and at the bottom is a link to go edit the form. Preferably the link would take them to page 2 of the form. If not possible, then on page 1 I would need two buttons: "Send Page 1" and "Proceed to Page 2" When Page 2 is filled out and submitted then the entire form data is emailed.
Basically this is a two-stage two person form, one person fills out page 1, person 2 gets page 1 data and fills out page 2 and then person 1 gets the entire form data when person 2 has completed page 2.
November 18, 2018 at 6:05 am
You're going to have a lot of challenges with this one.
Formidable's security is not setup to do this, so you're probably looking at a highly customized process.
Normally, once a form is submitted (page/form 1), it can only be edited (page 2) by the person who submitted it or an admin, provided the person submitting it was logged in at the time. If the person wasn't logged in, only an admin can edit it.
If you want page 1 and page 2 entered by 2 different people, you have to build your own security method, maybe using a key field, or some other mechanism to all this to happen. I did something like this once for a government project and it was very complex taking weeks to work out the challenges.
You could potentially use 2 forms with a parent/child relationship that could work around the security challenges, but then the challenge becomes combining the two form so that a single email is sent at the end.
The 2 form method is the easiest approach and you should be able to accomplish it without advanced programming skills. The documentation on this site should be able to guide you.
Discussion closed.