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I have been working on trying to make a complex form that would allow my surveyors to select a work order from a dropdown list that in turn would allow them to select a customer address and then pre-populate fields based on that selection e.g. Customer Name, Town, Phone Number, Email Address...

The problem I ran into was that the conditional logic was simply too complicated with only two work orders in play, I will have a dozen or so. I then decided to break out the jobs by pages and had each page's questions reference a different data source. This broke my file name convention since each page had duplicate question labels that were being used for the file name of the .pdf. As well, on the .pdf the unanswered questions from the opposing page are included in the form report, which of course is unwanted.

I am at the point of making a form for each Work Order ~ which I do not want to have to do since it makes for a messy Forms Page on the users app. 

Any suggestions would be appreciated.

Thank you,

Todd

I have been working on trying to make a complex form that would allow my surveyors to select a work order from a dropdown list that in turn would allow them to select a customer address and then pre-populate fields based on that selection e.g. Customer Name, Town, Phone Number, Email Address...

The problem I ran into was that the conditional logic was simply too complicated with only two work orders in play, I will have a dozen or so. I then decided to break out the jobs by pages and had each page's questions reference a different data source. This broke my file name convention since each page had duplicate question labels that were being used for the file name of the .pdf. As well, on the .pdf the unanswered questions from the opposing page are included in the form report, which of course is unwanted.

I am at the point of making a form for each Work Order ~ which I do not want to have to do since it makes for a messy Forms Page on the users app. 

Any suggestions would be appreciated.

Thank you,

Todd

This confuses me a bit. 

Are you suggesting that the best approach will be to have a single data source that includes every work order with each of their customer lists compiled in a single spreadsheet? 

I began this endeavor with a Work Order list, which was fine. I then used CL to select subsequent customer lists based on which WO was chosen in step 1, as I mentioned that quickly got messy. 

If possible I would like to keep the data separate as it is not static, those customer lists do change and it would be easier to replace a single data source as opposed to amending another. 

Thanks,

Todd

I have been working on trying to make a complex form that would allow my surveyors to select a work order from a dropdown list that in turn would allow them to select a customer address and then pre-populate fields based on that selection e.g. Customer Name, Town, Phone Number, Email Address...

The problem I ran into was that the conditional logic was simply too complicated with only two work orders in play, I will have a dozen or so. I then decided to break out the jobs by pages and had each page's questions reference a different data source. This broke my file name convention since each page had duplicate question labels that were being used for the file name of the .pdf. As well, on the .pdf the unanswered questions from the opposing page are included in the form report, which of course is unwanted.

I am at the point of making a form for each Work Order ~ which I do not want to have to do since it makes for a messy Forms Page on the users app. 

Any suggestions would be appreciated.

Thank you,

Todd

This confuses me a bit. 

Are you suggesting that the best approach will be to have a single data source that includes every work order with each of their customer lists compiled in a single spreadsheet? 

I began this endeavor with a Work Order list, which was fine. I then used CL to select subsequent customer lists based on which WO was chosen in step 1, as I mentioned that quickly got messy. 

If possible I would like to keep the data separate as it is not static, those customer lists do change and it would be easier to replace a single data source as opposed to amending another. 

Thanks,

Todd

I have been working on trying to make a complex form that would allow my surveyors to select a work order from a dropdown list that in turn would allow them to select a customer address and then pre-populate fields based on that selection e.g. Customer Name, Town, Phone Number, Email Address...

The problem I ran into was that the conditional logic was simply too complicated with only two work orders in play, I will have a dozen or so. I then decided to break out the jobs by pages and had each page's questions reference a different data source. This broke my file name convention since each page had duplicate question labels that were being used for the file name of the .pdf. As well, on the .pdf the unanswered questions from the opposing page are included in the form report, which of course is unwanted.

I am at the point of making a form for each Work Order ~ which I do not want to have to do since it makes for a messy Forms Page on the users app. 

Any suggestions would be appreciated.

Thank you,

Todd

Here is what I am trying to achieve... it sounds like having a form per WO maybe my only fix. It would be nice if I could load a form based on the WO chosen.

This confuses me a bit. 

Are you suggesting that the best approach will be to have a single data source that includes every work order with each of their customer lists compiled in a single spreadsheet? 

I began this endeavor with a Work Order list, which was fine. I then used CL to select subsequent customer lists based on which WO was chosen in step 1, as I mentioned that quickly got messy. 

If possible I would like to keep the data separate as it is not static, those customer lists do change and it would be easier to replace a single data source as opposed to amending another. 

Thanks,

Todd

I have been working on trying to make a complex form that would allow my surveyors to select a work order from a dropdown list that in turn would allow them to select a customer address and then pre-populate fields based on that selection e.g. Customer Name, Town, Phone Number, Email Address...

The problem I ran into was that the conditional logic was simply too complicated with only two work orders in play, I will have a dozen or so. I then decided to break out the jobs by pages and had each page's questions reference a different data source. This broke my file name convention since each page had duplicate question labels that were being used for the file name of the .pdf. As well, on the .pdf the unanswered questions from the opposing page are included in the form report, which of course is unwanted.

I am at the point of making a form for each Work Order ~ which I do not want to have to do since it makes for a messy Forms Page on the users app. 

Any suggestions would be appreciated.

Thank you,

Todd

Here is what I am trying to achieve... it sounds like having a form per WO maybe my only fix. It would be nice if I could load a form based on the WO chosen.

This confuses me a bit. 

Are you suggesting that the best approach will be to have a single data source that includes every work order with each of their customer lists compiled in a single spreadsheet? 

I began this endeavor with a Work Order list, which was fine. I then used CL to select subsequent customer lists based on which WO was chosen in step 1, as I mentioned that quickly got messy. 

If possible I would like to keep the data separate as it is not static, those customer lists do change and it would be easier to replace a single data source as opposed to amending another. 

Thanks,

Todd

I have been working on trying to make a complex form that would allow my surveyors to select a work order from a dropdown list that in turn would allow them to select a customer address and then pre-populate fields based on that selection e.g. Customer Name, Town, Phone Number, Email Address...

The problem I ran into was that the conditional logic was simply too complicated with only two work orders in play, I will have a dozen or so. I then decided to break out the jobs by pages and had each page's questions reference a different data source. This broke my file name convention since each page had duplicate question labels that were being used for the file name of the .pdf. As well, on the .pdf the unanswered questions from the opposing page are included in the form report, which of course is unwanted.

I am at the point of making a form for each Work Order ~ which I do not want to have to do since it makes for a messy Forms Page on the users app. 

Any suggestions would be appreciated.

Thank you,

Todd

Here is what I am trying to achieve... it sounds like having a form per WO maybe my only fix. It would be nice if I could load a form based on the WO chosen.

This confuses me a bit.

Are you suggesting that the best approach will be to have a single data source that includes every work order with each of their customer lists compiled in a single spreadsheet?

I began this endeavor with a Work Order list, which was fine. I then used CL to select subsequent customer lists based on which WO was chosen in step 1, as I mentioned that quickly got messy.

If possible I would like to keep the data separate as it is not static, those customer lists do change and it would be easier to replace a single data source as opposed to amending another.

Thanks,

Todd

I have been working on trying to make a complex form that would allow my surveyors to select a work order from a dropdown list that in turn would allow them to select a customer address and then pre-populate fields based on that selection e.g. Customer Name, Town, Phone Number, Email Address...

The problem I ran into was that the conditional logic was simply too complicated with only two work orders in play, I will have a dozen or so. I then decided to break out the jobs by pages and had each page's questions reference a different data source. This broke my file name convention since each page had duplicate question labels that were being used for the file name of the .pdf. As well, on the .pdf the unanswered questions from the opposing page are included in the form report, which of course is unwanted.

I am at the point of making a form for each Work Order ~ which I do not want to have to do since it makes for a messy Forms Page on the users app.

Any suggestions would be appreciated.

Thank you,

Todd

Hi Todd, you may have seen this already, but @Ian Chamberlain wrote an "Ian's Insights" on pushing data from a data source into repeatable sections, you might want to check it out: https://community.prontoforms.com/groups/community-home/digestviewer/viewthread?MessageKey=2bc7469a-6c1f-4dcc-b3bc-22af246aa0ab​

Also, just as a general FYI for you or anyone else who is reading this thread, the official documentation on pushing data from data sources is available here: https://docs.prontoforms.com/1374411/Content/Published/115003313903.html

I'd love to hear what you do on this and please continue to update this thread if you have more questions.

Here is what I am trying to achieve... it sounds like having a form per WO maybe my only fix. It would be nice if I could load a form based on the WO chosen.

This confuses me a bit.

Are you suggesting that the best approach will be to have a single data source that includes every work order with each of their customer lists compiled in a single spreadsheet?

I began this endeavor with a Work Order list, which was fine. I then used CL to select subsequent customer lists based on which WO was chosen in step 1, as I mentioned that quickly got messy.

If possible I would like to keep the data separate as it is not static, those customer lists do change and it would be easier to replace a single data source as opposed to amending another.

Thanks,

Todd

I have been working on trying to make a complex form that would allow my surveyors to select a work order from a dropdown list that in turn would allow them to select a customer address and then pre-populate fields based on that selection e.g. Customer Name, Town, Phone Number, Email Address...

The problem I ran into was that the conditional logic was simply too complicated with only two work orders in play, I will have a dozen or so. I then decided to break out the jobs by pages and had each page's questions reference a different data source. This broke my file name convention since each page had duplicate question labels that were being used for the file name of the .pdf. As well, on the .pdf the unanswered questions from the opposing page are included in the form report, which of course is unwanted.

I am at the point of making a form for each Work Order ~ which I do not want to have to do since it makes for a messy Forms Page on the users app.

Any suggestions would be appreciated.

Thank you,

Todd

Hi Todd, you may have seen this already, but @Ian Chamberlain wrote an "Ian's Insights" on pushing data from a data source into repeatable sections, you might want to check it out: https://community.prontoforms.com/groups/community-home/digestviewer/viewthread?MessageKey=2bc7469a-6c1f-4dcc-b3bc-22af246aa0ab​

Also, just as a general FYI for you or anyone else who is reading this thread, the official documentation on pushing data from data sources is available here: https://docs.prontoforms.com/1374411/Content/Published/115003313903.html

I'd love to hear what you do on this and please continue to update this thread if you have more questions.

Here is what I am trying to achieve... it sounds like having a form per WO maybe my only fix. It would be nice if I could load a form based on the WO chosen.

This confuses me a bit.

Are you suggesting that the best approach will be to have a single data source that includes every work order with each of their customer lists compiled in a single spreadsheet?

I began this endeavor with a Work Order list, which was fine. I then used CL to select subsequent customer lists based on which WO was chosen in step 1, as I mentioned that quickly got messy.

If possible I would like to keep the data separate as it is not static, those customer lists do change and it would be easier to replace a single data source as opposed to amending another.

Thanks,

Todd

I have been working on trying to make a complex form that would allow my surveyors to select a work order from a dropdown list that in turn would allow them to select a customer address and then pre-populate fields based on that selection e.g. Customer Name, Town, Phone Number, Email Address...

The problem I ran into was that the conditional logic was simply too complicated with only two work orders in play, I will have a dozen or so. I then decided to break out the jobs by pages and had each page's questions reference a different data source. This broke my file name convention since each page had duplicate question labels that were being used for the file name of the .pdf. As well, on the .pdf the unanswered questions from the opposing page are included in the form report, which of course is unwanted.

I am at the point of making a form for each Work Order ~ which I do not want to have to do since it makes for a messy Forms Page on the users app.

Any suggestions would be appreciated.

Thank you,

Todd