Best Method to Determine Multiple Process Paths from Initial Data Capture

Confluence User - 18 Jun, 2016

I have a form (Call Logged) that is used to capture preliminary information in relation to a call received (e.g., name, contact details, call reason). There are 6x "call reasons" configured as radio buttons in the Call Logged form. The call logger (i.e., the person entering the information) can only select 1x call reason (option). The call reason that is selected (e.g., complaint, report incident, request for information etc) will determine what additional information must be captured by subsequent forms. Note: each reason involves the collection of different information, hence seperate forms.

I am unsure of best (most simple) method to configure the process component of Joget Workflow. The 2x options that I have come up with to date include: (1) After Activity 1 (log call) include a subprocess that determines the direction based on the type of the "call reason" (2) Create a workflow variable "call reason" that is used  in the transition from the Call Logged form to the next Activity(s).

The advantages I see with (1) being it will be simpler but involve multiple (sub) processes (1x for each "call reason). The disadvantage with (2) being that the process map will be unnecessarily complicated if included in a single process & not particularly scalable (if additional "call reasons" are added).

Note: there may be alternatives that I have not considered

Has anyone else encountered a similar scenario? If so, what did you find to be the most effective method from a configuration perspective that was not overly complex & could be easily scaled

forms;process;radio

4


18 Jun, 2016
confluenceUser
confluenceUser

Check out these tutorials - Video Tutorials. The Form Builder - Show and Hide Form Sections and Post Form Submission Processing may probably help in your design.

19 Jun, 2016
confluenceUser
confluenceUser

Thanks Cac Tus but I have previously viewed the videos. I am using both the show and hide sections in my forms but it is not relevant from a process perspective. Also, I am using the Email Tool & ID Generator Tool post form processing tools. Again, not relevant to my process configuration dilemma.

 

 

21 Jun, 2016
confluenceUser
confluenceUser

I guess you are looking for the best practices. I do not have that much experience to help... Hahah. I use the app generator a lot to dev my app. Then modify the process to suit my needs. There are probably others here that will be of better help.

23 Jun, 2016
confluenceUser
confluenceUser

Hi,

If there any particular reason you really need to use multiple processes to capture the data? From the description provided, it looks like you could maybe accomplish what's needed just by using the Show and Hide Form Sections, and maybe the Multi Paged Form element. That would make your app a lot cleaner and simpler.

 

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