Conditional template: Generate different templates based on response submitted

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    Per Ranch

    Hi team!

    Awesome product! ... but I seem to have the same problem as the guys above; I need more than 2 forms! Do you have some step-by-step documentation on a workaround?

    Furthermore, I have problems to transfer the marker <<Username>> / <<Email Address>> to the additional template (I'm using Google email collect feature)... Any tips or tricks? 

    Thanks for your attention!

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    Cesar Becerra

    Hi. 

    Excuse me I have a question How I link the files to make the templates?, I tried use this option but I am a little lossing, could you help me?

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    Per Ranch

    Yes, the catch is to add "additional" forms "subsequently"; from the first form, add the second form, from the second form, add the third form and so on... 

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    Form Publisher Team

    Hi,

    You have to do activate the Additional template option on the second form.

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    Form Publisher Team

    Hi,

    Did you tried to reproduce your first configuration on the second form ? So that the third one will get the rest of the response ?

  • Avatar
    RR RRR (Edited )

    HI.

    I have more than two options in a selection list, how can  I configure this tool , that will  generate for every option an extra document from several pre- defined templates?

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    Form Publisher Team

    Hi,

    In that case, the best way is to use the "Only create current if" on each form so that Form Publisher generate only the needed document if the condition is respected, and in all the other cases, the data will be transferred to the next form which will have the same behavior.

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    Per Ranch

    Dear Rebecca,

    I'm just another user of this stuff... ;) I've managed to link 3 templates "like in a chain". I think maybe you have to rethink the logics regarding forwarding to next template.

    This is the first forward from the first template to the second template: (If formal then create current ELSE "forward")

    This is the second forward from the second template to the third template: (If "slideshow" then create current ELSE "forward")


    In the third template a third type of CV is produced...

    It works for me but I can't guarantee it works for you... ;) Above they say it will work for 5 templates but they don't guarantee it ... Anyway, I looked for more than 5 templates so I will do it with with traditional programming... :( 

    Good luck, pls let me know if you get it working... ;) 

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    RR RRR (Edited )

    What does this mean for the start form and a additional one response form for every option?  Regards. 

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    Form Publisher Team

    If you need specific assistance for this feature, we advise you to contact support@form-publisher.com to get help.

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    Surveillants Colbert

    What do you mean by "reproduce your first configuration on the second from?" Do you mean the connected form?

    And what do I have to reproduce?

  • Avatar
    Form Publisher Team

    Hi,

    Yes you will need a new Form for each template that you want to use. But it was not developed to be used in that way, we can't assure you that it will work with more than 5 forms.

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    Rebecca Rosecrans

    I appreciate your prompt reply, thank you so much. Unfortunately I need clarification.

    If I understand correctly the first form can have 1 connected form (form #2). Then, I would have to add additional template to form #2? (the forms would be linked like a chain)

    I just tried this. Here's a description of my set up. Form #1. The default template is called 'dummy' (so I can catch any responses that aren't forwarded as expected) I 'added a template' and only forwarded if option #1 is chosen in my question. This generated Form #2. Form #2 has a template & is being sent to 1 user. This works as expected. On form #2 I 'added a template' and chose only forward if the response matches option #2 in my question. This generated Form #3. Form #3 has a template & is being sent to 1 user. I stopped here because this is not working. 

    I followed your instructions as I understood them. I questioned whether it would work or not but I decided to try. How would the first form know to forward the response to option #2? In the initial form, commands have been written to only forward if there's a match for option #1. Commands for continuing to a third option is on form #2.

    If I view form #3 through a direct link and complete the fields it generates the correct template and email is sent. This confirms that I have set it up to work with Form Publisher properly.

    I believe I can work around Form Publisher's limit by staging my question another way. My first form will display direct links to 3 separate forms (no need to run Form Publisher on this form. It is simply a launch pad) The 3 forms are tailored specifically and I will run Form Publisher on each form. Each form is connected to it's own template and results will be sent to specific people. No need to use the 'additional template' feature at all. 

    So in conclusion, Form Publisher can only route responses to two forms. (the original form and one connected form) Not three.  Please correct me if I have misunderstood.

  • Avatar
    Surveillants Colbert

    Hello, Many thanks for this documentation. My question is that I have three choice in my form and so I have a third templates. Is it possible to do it? Because I tried but it does not work. I have only two templates used.

  • Avatar
    Form Publisher Team

    Hi

    Could you contact the support at support@form-publisher.com ?

  • Avatar
    Rebecca Rosecrans

    I also have a Form with a question with 3 options.

    When I Add Template > click Additional Form (to create a 'third' connected form) a pop up with this message appears. "This will replace the form currently linked with a new one, continue?". I proceeded but it 'breaks' the previous connection to the 2nd form. 

    Please advise if this tool will work with more than one connected form. It currently does not appear to be working with more than one connected form.

    Thank you

  • Avatar
    Jeff D

    I'm having the same/similar issue. I have a form with three templates to map to based on the answer to one multiple choice question (MCQ) (w/3 corresponding options). Here is what I am doing:

    1. I set up the first (Original) form, A, and map it to template A. 
    2. I add a new template, and on the Original template A choose "Current only if" and set the criterion to answer A in the MCQ.
    3. Next, I open the "Connected to Original Form", and apply Template B.
    4. I add a new template, choosing "Current only if" and set the criterion to answer B in the MCQ.
    5. Next, I open the "Connected to Connected to Original Form," and apply Template C.

    When I test run the form, doing a test on each of the three questions on the MCQ, all answers generate Template C. None generate template A or B. So, next, I did the following: 

    1. I opened "Connected to Connected to Original Form" (the only one that should map to template C) and added another new template. 
    2. Choose "Current only if" and set the criterion to answer C in the MCQ. 

    When I run a test again, no outputs are generated at all. 

    Any advise? I am really hoping to make this work, but so far, having tried several approaches, have been unable to. 

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