Best practice to complete multiple forms in 1 request at a separate time

[Fadi Haddad]

I’m seeking best practices for designing a process where users complete a series of forms in sequence.

Here’s the scenario:

An internal department requests that a user complete a form A first. This form includes a questionnaire along with arrival and departure dates. Once the departure date has passed, the user is then required to complete form B, which includes a separate questionnaire.

After initial request: 
The user receives a notification with a link to a RITM to fill out the form A.

After form A departure date (even departure date changes, the flow designer cannot capture the changes within variable): 
The user receives a notification with a link to a RITM to fill out the form B.

I’ve explored using an Order Guide, but I’m unable to enforce the sequential behavior—specifically ensuring the form B form is only triggered after the pre-visit form is completed and the departure date has passed. Also triggers after initial request to fill out form A.

What would be the recommended approach to ensure users complete these forms in the correct order, with logic based on dates? Does it have to be separate request? 

Any idea or approach would be helpful. 

[Siddhesh Wani1]

Hi @Fadi Haddad 
For such cases you can you Flow designer more effectively. 
When User request Initial Request your flow will start and send the Email with RITM link which will contain all the question of the Form A. 
After filling all the details like Arrival and departure date. You need to add the date verification logic for the Departure date and if that passed then you can trigger the Form B. 
Once someone fill the Form A and submit it then the details can't be changed. 
If you want to check departure date before submitting the form you need to add Catalog client script. 

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Thanks and Regards

Siddhesh