Connecting multiple forms seamless while keeping entries

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Hello Everyone,

I would like to connect 2 or more forms in a way that the Basic form saves the data in Table A but then without quitting from the form the users are directed to a next form. In the second form the entered data is saved to Table B.

My most developed idea is this, but the problem here is that users either submit the data or they go to the second form…

The use case is that Basic form / Table A will gather only basic information from all the people we get in touch with. While Second form / Table B will gather information for Project A. so the second form will be different for each project.

Any suggestions to connect forms in this or similar ways?

Thanks a lot!

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You could ask for the email on the first form and create an automation to send the 2nd form per email once an answer to the first has been submitted.

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Yes I guess what I want is not possible technically.

I started move to the direction you mention, in a way that the Basic form / Table A has a hidden column what contains a code of the specific project, I created an application form generator where my colleagues have to input only the project code and then generate a link which prefills this hidden column and in this way we know which user reacted to which link.

And from there we can connect the specific project application form and automate the send out. ha!

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I had another idea, even if I think the automation way is simpler/more robust: Creating a document that allows the user to open the forms via buttons, but it would only allow to open the second one once the first has been received. That button could have the logic you describe to choose between multiple forms and pass hidden values dynamically.

Here you have a demo. Unfortunatelly the forms don’t work in play-mode so you have to create the submissions manually in the tables.

Not sure if I understood you correctly, but if the goal of the 1st form is only to choose a project code, it would be simpler just to use a relation control and a button to open the form dynamically.

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Woow! That is something I didn’t think of! I will explore if we can use this!

Thanks so much!

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