How to direct new employees to fill out a different set of forms based their location

Forum User

July 26, 2013 20:11

I need new employees to fill out multiple forms. The questions in the first form dictate which additional forms are needed. For instance depending on which state the live, they may need to fill out one or more additional forms. What is the best way to direct them to fill out the correct set of forms?

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  Nancy Esposito

  July 26, 2013 20:20

  This is a good use of a flow and use of the Precondition property. Add all the possible forms employees need to fill out into a new employee workflow. Use a precondition on any form that's only required if the employee lives in a specific location. The precondition can skip that form if the employee does not live in the specific location and only show it to employees that do.

  See the Flow Designer documentation on Preconditions for full details.

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