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D
Deila
Participant
October 25, 2017
Answered

Branching Logic between forms

  • October 25, 2017
  • 1 reply
  • 1088 views

2 part question:

Part 1:

Is it possible to setup a branching logic between forms? Specifically, have an email field in one form trigger the distribution of a new form? I have a form that will require multiple people's emails and each of those individuals will need to complete a second form, potentially 2 forms. Ideally, we would like to the second form to send automatically after submission of the first one.

Part 2:

If Part 1 is possible, is it also possible to auto populate that form with other fields from the first form and link the 2 forms together some how to create a packet?

Thank you.

This topic has been closed for replies.
Correct answer SimonATS

Part 1: No, not within adobe Sign itself. You need some sort of integration in a 3rd party application to automatically start a new transaction. The logic would be done by this 3rd party application. one example that comes to mind is Salesforce.

With just Adobe Sign, you could upload both forms in a single transaction. This will combine the 2 forms into one. In this case you can use field conditional logic to show and hide fields. For example you could only show the fields on form 2 if certain field in form 1 have been checked/answered.

This will then also allow you to either duplicate or re-use values from form 1 in form 2.

1 reply

S
SimonATSCorrect answer
Legend
October 26, 2017

Part 1: No, not within adobe Sign itself. You need some sort of integration in a 3rd party application to automatically start a new transaction. The logic would be done by this 3rd party application. one example that comes to mind is Salesforce.

With just Adobe Sign, you could upload both forms in a single transaction. This will combine the 2 forms into one. In this case you can use field conditional logic to show and hide fields. For example you could only show the fields on form 2 if certain field in form 1 have been checked/answered.

This will then also allow you to either duplicate or re-use values from form 1 in form 2.

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