I have a form the customer needs to fill out to provide the details our service people need. I would like to then have some of this information automatically passed to another form which can be emailed to the service department. However I"m lost in the work flow instructions and not at all certain that this can be done - it appears that work flow means the customer would be filling out another form with some of their information picked up from the first form they filled out.
My question - can I pass info from one form to another form with the second form only accessible to the service people, not the customer?
Yes this is possible after a fashion ( though not using workflows ). Using our formula system: http://app.formassembly.com/pages/support/formulas/
You can design the notification emails to pass the desired fields into a new form using hyperlinks for form prefilling. Something like (in your notification template):
Click the link to start a report response, http://www.tfaforms.com/12345?tfa_ReferenceId=%%tfa_RequestId%% would prefil the form field tfa_ReferenceId with the value of tfa_RequestId from the first form.
Note that this would probably be unsuitable for large text fields. It sounds as though you are working on creating a support-desk system. If this is the case, then Salesforce maybe able to offer you better backend methods for handling support requests that doing it entirely by notification emails. Instead you would use FA to handle the front-end of the data entry.
Thanks for your reply! No this isn't a support desk. It's a service and we need to pass on a few fields of data to the people actually performing the work so they have the correct information to work with.
I'll give this solution a go and see what happens - it beats doing the spreadsheet stuff! LOL