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Forms Create a Note on Person's Profile
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Anna Navarro
open
Pam Nelson
Here for the feed! Came to write this same post - very interested in the follow on from this.
Stewart Polley
Elaine Chen
This could be a workaround for the lack of being able to pass fields from FORMS to FLOWS or having the ability to utilize conditional logic on the forms.
This is especially true if we want to use the form to indicate a selection, e.g. which group the person is interested in attending. Since the group item is a custom field on the FORM, we cannot pass it into the FLOW in any meaningful way. Getting from the FLOW back to the person's FORM is a multi-step process, which is confusing and difficult for novices to the system. I thought perhaps being able to add a NOTE to the person with some of the responses from the FORM would be helpful to increase access to the data that was provided in the FORM once the person has been added to a FLOW. Thanks!
Stewart Polley
under review
Benjamin West
For now my instructions for some people handling forms is to paste the "message" field of the form into a note of a certain category. An automated option would be really great.