Allowing a single submission per user
Is there a way to create a business rule in my workflow to check for an existing (pending) submission for the user before allowing them to make another submission? Sometimes, users will start a workflow and save it. But instead of going to their task list and continuing with the one they already started (the pending submission), they go to the menu and start a new one thinking that it didn't save their work. Some of our workflows end up with several duplicates because of this, so I would like to write a business rule to read the submissions and then display a message if another submission has already been made or started. I could accomplish this by writing my own database table and tracking it, but I thought since frevvo already keeps the submissions, there might be a way for me to access that from a business rule instead and that would be more reliable.
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Official comment
Hi Teresa,
It's not currently possible in frevvo to query submissions data in a form. However, if you use the frevvo Database or Google Connectors, you can post a value to the database/Google Sheet on some condition (e.g. the user enters a value or clicks a trigger) and write a rule that looks for that value when a new form is loaded.
One way we handle this in our own business forms is to have a radio control that asks "Are you starting a new form or trying to access a previously started form?" Selecting the new form option enables the form, while selecting the previously-started option disables the form and shows a message control with instructions to access the task list.
Thanks!
Megan
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