In this post I'll be explaining how to dispatch submission data from a Repeatable Section in one form to a Repeatable Section in another form. To do this, I'll show you a workflow where a user can define a set of instructions or a checklist and then send that list to another user to complete.
This workflow suits a use case where:
The steps for the user are as follows:
Here's an example use-case:
I need to send a supervisor out to a job site to review and quote on a custom installation. In addition to preparing a quote for the work that needs to be completed, I want that supervisor to be able to outline the specific steps the installer will need to complete when doing the work. Since this is a custom installation, the installer will need instructions specific to this job and can't just work from a set of standard installation instructions. The form I will be building will allow our supervisor to document these specific instructions while doing their site review and quote so that when the installer shows up, they can open their installation form and know exactly what to do.
Note: If you are new to the Dispatch Data Destination, our documentation can be found here.For more tips on how to set up your Dispatch Data Destination and be sure to read Ian's Insights Ep.5 - Dispatch Destination Approval
Open Phase 1, enter a list of instructions, and submit. Here's how a set of instructions will look in Phase 1 and then in Phase 2 when the dispatch is opened:
Repeatable rows in the Phase 2 form are outlined in red where the user hasn't yet answered all the required questions in the row.
If you want to try something more advanced, add a single form approval workflow to the Phase 1 form to enable someone to approve the list of instructions before they are dispatched to Phase 2.