Question

Photo of Kirsteen Ng

0

Sending individual forms to a group

1

Hi I am new to RockRMS and would like to set up a workflow whereby admin can set up a questionnaire and send it to individuals in a group.

Currently I have used User Entry Form as the workflow control to send out form to a group. In the Action type below, the attribute is a group consisting of members with individual emails.assign activity.png


I have used User Entry Form for the questionnaire.

entry form.png


My question is, it seems like it is a shared form in the group where the entry from the previous member gets overwritten by the next member.Is there anyway to send individual forms to all members in the group?


Thanks very much!

  • Photo of Tyler Strout

    0

    Kirsteen-

    Probably the best way to go about this would be to do the following:

    • Create a new workflow that has a User Entry Form
    • Create a new page that is publicly accessible and use the Activate Workflow block to activate our new Workflow
    • In your main workflow, send them an email with a link to your new page.
    •         Whenever they visit the site, it will create a new instance of the workflow

    I would recommend making the workflow NOT PERSIST and then use the workflow action of Persist Workflow AFTER the User Entry block. This will prevent half way completed forms from being written to the DB.