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Help with multi-step form

I have 2 requirements, both somewhat similar, so grouping them here :

 

I have two portal roles - Agent and Applicant.

 

1. I have a multi-step form for an application. When an agent creates a new application (click 'New Application' on the applications list), it should start with a blank page for applicant details (Applicant is a lookup on the application table). When an applicant starts the application, it should pre-populate all details from his/her profile page. Is there a way to directly start a multi-step form on an associated (parent) entity, or it should always start on the main entity and then navigate to associated entity in a subsequent step ?

 

2. I have the following code to move from the application to the contact record on a multi-step form. This part works fine.

 

$(document).ready(function () {

contactID = $("#new_applicant").val(); //Applicant field on the application

var url = $('#liquid_form').attr('action');

$('#liquid_form').attr('action', url + '&contactid=' + contactID);


});

My issue is this - I have 'Start new session on load' turned to 'No' on the application form. It works fine on all the pages, except if the user left the application while it was on the 'Applicant Details' page. In this case the returning user is shown a blank 'Applicant Details' page, even though they had information entered and saved on it. I think the issue is that it does not have the contact ID (which is passed to this page using the script above), so it shows a blank page. Is there any way to overcome this ? Am I doing something wrong here ?

 

To summarise, this is what I am after:
1. Make a parent record the first page of a multi-step form
2. Ability to resume application while on the parent record.

 

Regards

1 REPLY 1

Hi,

 

Basically if we click on create button we can make fields autopopulate using metadata prepopulate option.

 

Example : In profile page: Name is there (Text field) 

In application page: Name also text field  means it will work.

 

Regards

Haritha

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