Good afternoon. I apologize in advance if anything is unclear as this is going to be detailed.
I have two forms, on two separate pages, that I built for a client in v3.40.50 that I am trying to combine into one using trial version 4.0, but I'm not quite envisioning the workflow working
The forms for the client are called Employee Occurrence Reports.
- The employee fills out a report/form and submits it.
- Management fills out the second report/form and submits it.
- The employee has no need to fill out the second report/form.
In the new trial version, I've gotten the hang of working with panels and the like, being able to hide panels from specific users/user roles, and displaying questions/panels based off specific question events and so forth.
In testing, I have combined the information from these forms into one Dynamics Form module on one page, and where the employee does not see the panels/fields that management would fill out.
Is there a way for...
- The employee to fill out and submits his/her part of the Employee Occurrence Report/Form
- It alerts Management or the appropriate person or user role through e-mail or an appropriate method
- The message tells the appropriate parties to go to the form where you can edit results, assuming you just tell them by URL (Can the displayed URL be the exact form the employee filled out? Or could I only show a link going to "View Form Results" and the appropriate party picks out the specific form results to edit and fill out their section?)
- The form then displays both sections - what the employee would (or already has) filled out, and what management then will fill out
I think the main issue is the 3rd bullet point - how exactly can management get to the form results.
Thanks for any assistance!