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Multi-Step Form> Separate Tables


bea0678
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Any thoughts on how I can have the below workflow work?

1. Submission Form: Employee information

-- This will include a field titled change reason. Depending on the change reason, there will be two tables that are linking to two separate data pages. 

2. Change reason is selected> it should know to link to the appropriate data page to continue populating the information. 

Caspio expert mentioned the below however those steps did not work. Thoughts on how I can link the two together within the Submission page and flow over to the Update Record data page?

To redirect the user to the correct form based on the reason they selected, we need to have a condition using a formula.
Here are the step you can follow:
1: On your first DataPage, add Virtual Field and change the form element to Calculated Value.
2: Paste this formula in the Virtual field:
CASE 
WHEN [@field:CHANGEREASON] = ‘Department Change’ THEN ‘DEPARTMENT_CHANGE_URL’ 
WHEN [@field:CHANGEREASON] = ‘Change Position’ THEN ‘CHANGE_POSITION_URL’
END
Please change CHANGEREASON to your correct field name and CHANGE_POSITION_URL to the correct URL of the DataPage.
3: To Hide this Calculated field, go to Advanced tab and enable Hide field option.
4: On the Destination and Messages, select Go to a new page and use the Virtual field as value of the Page URL

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49 minutes ago, bea0678 said:

1: On your first DataPage, add Virtual Field and change the form element to Calculated Value.
2: Paste this formula in the Virtual field:
CASE 
WHEN [@field:CHANGEREASON] = ‘Department Change’ THEN ‘DEPARTMENT_CHANGE_URL’ 
WHEN [@field:CHANGEREASON] = ‘Change Position’ THEN ‘CHANGE_POSITION_URL’
END
Please change CHANGEREASON to your correct field name and CHANGE_POSITION_URL to the correct URL of the DataPage.
3: To Hide this Calculated field, go to Advanced tab and enable Hide field option.
4: On the Destination and Messages, select Go to a new page and use the Virtual field as value of the Page URL

This should work... I would double check that you are entering in the field names correctly.

 

Another way, you could include 2 HTML blocks that are in separate Sections. Put a different link in each of them.

Use Rules to always hide one, or both if no reason is chosen yet.

If ChangeReason = A or blank, hide the Section that HTML B is in.. If ChangeReason = B or blank, hide the Section that HTML A is in. 

 

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