How to Conditionally Re-Use the Same Form

Greetings,

I have a series of sequential forms that will be filled out once if Applicant is single (Applicant 01), and twice if Applicant represents a couple (Applicant 02). Only Applicant 01 is an actual User in the system. We simply need information on Applicant 02, so no need for an additional registration.

Currently, I’m adding duplicating the forms for Applicant 02. But duplicate forms feels inefficient.

  1. Applicant 01: Contact information
  2. Applicant 01: Personal Info (Religion, DOB, Height, Weight, Phys. Description, etc.)
  3. Applicant 01: Employment Information (Employer, Job Title, Salary, etc.)
  4. Applicant 01: Health Information (Current Health, Allergies, Hospitalizations, etc.)
  5. Applicant 01: Legal (Arrests, Convictions, Charges, etc.)
  6. Applicant 02: Contact information
  7. Applicant 02: Personal Info (Religion, DOB, Height, Weight, Phys. Description, etc.)
  8. Applicant 02: Employment Information (Employer, Job Title, Salary, etc.)
  9. Applicant 02: Health Information (Current Health, Allergies, Hospitalizations, etc.)
  10. Applicant 02: Legal (Arrests, Convictions, Charges, etc.)

I’d like to to use the same forms TWICE while (in some way) maintaining a relationship between the applicants such that I am conditionally using the same form based on an is_couple (Radio Button) choice.

  1. Contact information
  2. Personal Info (Religion, DOB, Height, Weight, Phys. Description, etc.)
  3. Employment Information (Employer, Job Title, Salary, etc.)
  4. Health Information (Current Health, Allergies, Hospitalizations, etc.)
  5. Legal (Arrests, Convictions, Charges, etc.)

Be advised: I’m sure I can create some sort of “Workflow” via GravityFlow, but I find that interface design …visually challenging. However I’m still pretty new to GravityFlow, so the visual challenges may be due to my lack of knowledge thus far.

I’m curious as to whether this can be done without GravityFlow, be it via native GravityForms, Gravity Perks, etc. or do I need to code up something custom.

Please advise,

Preston

Well,

Since I got no nibbles on a response, I decided to hack my own solution which tracks users and forms submitted, allows users to edit previously submitted forms, allows admin’s to add/delete forms which dynamically populate the form list table on right in proper sequence (see graphic).

I’m particularly happy with the form navigation which is more highly customized (for me) than using GravityFlow’s “Checklists” addon.

Still have not figured out whether it’s better to use the same form for multiple entries or duplication the form, so I went with duplicating the forms (esp. since i’m using Easy Pass Through to repopulate form fields).

1 Like
© 2008 - 2019. Gravity Forms is a project by Rocketgenius Inc.