Using Smartobject to transfer data?

N
Badge +3

Hi Guys

 

I am currently trying to get one smartform to pass completed fields into another. I am having very limited success.

Has anyone got any tips on how to complete this please?

I basically have Field "First Name" on a View which is then linked to a form.

When i click on "Submit" it starts the workflow

The workflow emails and then opens a new link to an "Approval Form" 

In this form i want the "First Name" field data to appear automatically using the data from the first form.

I have tried with params and although this works, I would prefer to have the data saved in the smartobject. I am using the same smartobject for both forms/Views. 

 

Thanks

2 replies

J
Badge +5

Hi,

 

From your submission form, save the data into a SmartObject, then pass the newly created record's ID to the workflow during submission. Save the ID in the workflow's data field.

 

When your approval forms runs the "open a worklist item" action, you will be able to pull the record ID back into the approval form, then you can pull the data back from the SmartObject.

 

see lab 9 (http://help.k2.com/displaycontent.aspx?id=4718) for more details.

 

 

JK.

N
Badge +3

Hi JK

 

Thanks for the response.

The link to lab 9 however is not working. Is there any chance you can send me the details?

 

Thanks

 

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