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Many work flows often involve a number of people filling out different sections of a single form. So when you're designing this type of flow, you're most likely dragging the same form into the flow designer repeatedly to create the different steps or activities in the flow. Another way to create this type of flow is to use the Linked Forms feature of the flow designer. In this method, you create a linked version of a form for each activity or step you want in your flow. One great advantage of this method is that if you need to make changes to the form after you've created your flow, you only have to edit the "parent" form — the editing changes are automatically propagated to its linked forms in the flow. Conversely, if you drag multiple copies of the same form into a flow to create activities, you'd have to make any changes to each copy of the form in each activity. |
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One circumstance in which you might not want to use linked forms is a flow in which each user is filling out a different form, or you want to show or hide different parts of a form depending on which user is filling it out (although you can do this to some extent with linked forms using the Security tab or Rules in the Form Designer when you create your form).#
- To create linked forms in a flow, first drag a form into the flow designer.
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- Click on the form, and then click
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Image Added to create a linked form.
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- Continue clicking
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- Image Added to create as many of the linked forms as you want.
The example below shows the parent ''Lodging-Meal Selections'' form form and its two linked forms. Notice that the parent form and its linked forms initially all have the same name, but the linked forms are outlined by dashed lines rather than solid lines. Note also that the form displays three icons when you click on it, while the linked forms display only the remove icon.
* Click [[Image:link_go.gif]] to Image Added to create a linked form.
* Click [[Image:pencil.gif]] to Image Added to open a form in the Form Designer to edit it.
* Click [[Image:cross.gif]] to Image Added to remove a form or a linked form.[[Image:linked-forms_Intro.png]]
Image Added
=== Linked Forms and Activities ===
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