Form Participant Step.

Hi All, Back again with my qns to experts.
My qn is related to Form Participant workflow. I wanted to work with Form Participant as I think it gives me a flexiblity to work with java script as against with dialog participant step.
What I did:
1. I create a page with some text fields.
2. Created a workflow model with choosing this page as a part of form participant Step.
3. Kicked off a workflow
4. Came to my workflow inbox.
5. Right click on my action item in the inbox and choose complete.
6. Here I was expecting to have some sort of an interaction with my form/page that I have associated my participant workflow step with. But I dont see my form but just an out of the box dialog with next step and comment.
So,
1. Is it the right approch?
2. Choosing a 'page' as part of my step is right one or should I be creating my form differently?
3. Or my interaction with the page would be some where else and not from the inbox.
Any suggestions here would help.
Thanks and Regards
Rama.

Hi Evangelos
The QPAC is now ready for beta testing.
I'll send you the QPAC by separate email.
There is no documentation yet, but hopefully the user interface makes it fairly easy to work out.
One point: the QPAC picks a file off the file system, NOT out of a process variable. The file must be accessible from the Workflow server machine, not the user's machine.
Please let us know if you encounter any problems, or if you need any enhancements.
Also, please note that in order for this QPAC to work, it has to introduce a "dummy" task into the task history within Form Manager. We're hoping to come up with a more elegant way of solving this at some point, but this will require a lot more code, and I wanted to give you something that works. Hopefully this is just a minor inconvenience.
Regards,
Howard

Similar Messages

Dialog Participant Step

Hi Guys,
Reaching out to you for help and guidance. I have been working on workflows and as a part of that effort I have to provide an interface to the Participant to enter some inputs (JIRA ID and Comment). The idea is to take these inputs and integrate with the jira system. I am working with Dialog Participant Step for this effort. I have created a dialog which shows up when a particpant advances the workflow from his inbox. I am not able to tie up this dialog with a java process where I can capture the inputs via metaData object. The post parameters and error is as below.
The POST request params are as below:
cmd=advance
_charset_=utf-8
:status=browser
route-/etc/workflow/instances/2012-01-18/model_237097001523152/workItems/node2_etc_workflo w_instances_2012-01-18_model_237097001523152=261752321
item=/etc/workflow/instances/2012-01-18/model_237097001523152/workItems/node2_etc_workflow _instances_2012-01-18_model_237097001523152
./metaData/jiraId=1234
./metaData/jiraComment=jira%20Comment
./metaData/PROCESS=com.att.ecom.cq.bundle.workflow.CustomWorkflow
./metaData/PROCESS_AUTO_ADVANCE=true
./metaData/PROCESS_AUTO_ADVANCE%40Delete=true
comment-/etc/workflow/instances/2012-01-18/model_237097001523152/workItems/node2_etc_workf low_instances_2012-01-18_model_237097001523152=
Error received: (Per Firebug)
Error while processing /content/geometrixx/en/products/circle
Status
500
Message
javax.jcr.nodetype.ConstraintViolationException: no matching property definition found for {}jiraComment
Location
/content/geometrixx/en/products/circle
Parent Location
/content/geometrixx/en/products
Path
/content/geometrixx/en/products/circle
Referer
http://dhruva.admin.cingular.net:7001/shopcms/libs/cq/workflow/content/inbox.html
ChangeLog
Go Back
Modified Resource
Parent of Modified Resource
Please let me know if my approch is right in doing it this way, if not need some advice on the alternate approch. I could not get any documentation on DialogParticipant Step. Any references to it would help.
Thanks & Regards
Rama.

Murali,
I am not sure to what extent you have gone through with your dialog participant step. But for implementing a dialog participant step few steps below.
1. You would be creating a dialog with some text fields
Note: Make sure the names of the each input element and also any hidden elements starts with ./jcr:content/<nameofcomponent>. Else you would encounter the error that I mentioned above. ConstraintViolation error.
2. Create a model with this dialog as first step via dialog participant step.
3. Once you run this workflow on a payload you would see an action item in the workflow inbox.
4. right click and complete the step. Your dialog pops up embeded with in out of the box dialog. Input some vals in the input forms and complete the workflow. You should see a POST call in firebug which tries to POST the vals that you have entered in the dialog on to the pay load path in the jcr repository. The property name is the name you defined for the text field (or any other component) and value that you have entered.
At the end of the workflow you should see that the vals that you have entered in your dialog are registered on the payload's jcr:content path. Once this happens you can add a next step in the workflow which would be a java process step which can read these vals from the <payload>/jcr:content and process further.
Let me know if that gives you an idea of what needs to be done. For sure it would be a trial and error way to deal with and not lots of ppl are out there who can help with the workflow aspect of CQ. If you are given the task of working with workflows in your work, i would just welcoome you saying welcome to the land of unkown .
Rama.

How to capture comments and read in next participent steps in Workflow?

I want to capture comments in one of the participent steps of my workflow and read them in the next step . Please share some suggestions on it .
I have added a from step as the participent step but it is saving data with random ids . I am not able to figure out how to read the data for corresponding process step in the workflow ?
Please help .

had to write Java process for the same
Just in case somebody wants a java version of the answer Sham mentioned above
please feel free
HistoryItem previousHistoryItem;
String stepType;
this.workItem = item;
this.workflowSession = session;
this.history = workflowSession.getHistory(workItem.getWorkflow());
Iterator<HistoryItem> historyIterator = history.iterator();
while(historyIterator.hasNext()){
    previousHistoryItem = historyIterator.next();
    stepType = previousHistoryItem.getWorkItem().getNode().getType();
    if(stepType != null && stepType.equals(WorkflowNode.TYPE_PARTICIPANT) && previousHistoryItem.getWorkItem().getMetaDataMap().get("someproperty",String.class) != null){
        someproperty=previousHistoryItem.getWorkItem().getMetaDataMap().get("someproperty",String .class);
        log("\n someproperty : " + "\n" + someproperty);
    }else{
        log("\nNo Step type or someproperty Found...");

Dynamic Dialog in a Dialog Participant Step for Workflow

Hello All,
I am trying to create a Dynamic Dialog in the dialog participant step for a workflow.
so when a user has the Dialog participant step opened up, if they select from a drop down, it will make another textfield hide/show.
In a component dialog I can do something like
var comment = this.find('name', './jrc:content/customComment')[0] to find the field to be shown/hidden.
however when I run this inside a Dialog Participant step, the result is undefined.
Any Sugguestion on how to approach this ?
I am using a listener on the dropdown widget/attribute

Hello,
The find() method will not help you because it searches the property based on configured value which you can not pass in your scenario. If you dont have any constraint with your hide/show field then best way it to configured it with a property "id" (String) and give it some unique value which has not been used by any component in this dialog and then use below method to find out the component.
this.getComponent(id)
when you pass the "id" value the method will return that component and then you can show/hide it.
I have used this approach many times which is easy and fast to find out the component in any container.
Let me know if you face any issue.
Thanks,
Pawan

Dialog Participant step problem when completed with CQ Sidekick

Hi,
I got the problem that the dialog that is used in a Dialog participant step isn't displayed correctly when i complete the Step via the CQ Sidekick. If i complete the step from the User inbox the dialog is rendered correctly. To make it clear : if i use the CQ Sidekick to complete the Step then i can only enter the next step and a comment and not the additional fields that should be added because of the dialog.
My first guess is that my dialog.xml isn't correct but i can't find the Problem. What is your experience with the Dialog Praticipant step?
This is the dialog i use:
<?xml version="1.0" encoding="UTF-8"?>
<jcr:root xmlns:cq="http://www.day.com/jcr/cq/1.0" xmlns:jcr="http://www.jcp.org/jcr/1.0" xmlns:nt="http://www.jcp.org/jcr/nt/1.0"
    jcr:primaryType="cq:Panel">
    <items jcr:primaryType="cq:WidgetCollection">
        <title
            jcr:primaryType="cq:Widget"
            border="{Boolean}true"
            collapsed="{Boolean}false"
            collapsible="{Boolean}false"
            fieldLabel="Bullet Points"
            name="./listItems"
            typeHint="String"
            xtype="multifield">
            <fieldConfig
                jcr:primaryType="nt:unstructured"
                maxLength="{Long}50"
                minLength="{Long}1"
                separator=""
                xtype="textfield"/>
        </title>
    </items>
</jcr:root>
Thank you

You can do this via the Workflow/WorkItem Metadata. https://dev.day.com/docs/en/cq/5-5/workflows/wf-ref/workflow_steps.html explains how to access the metadata. if the reviewer needs to be set dynamically (the dalog does not allows that), follow Ram Atmakur's post at http://forums.adobe.com/message/4317233 .

Dialog not visible from sidekick when using dialog participant step

I am using the Out of the box dialog participant step in my workflow. I have created a dialog and using in the dialog participant step. When i start the workflow, the dialog is only available/visible when I complete the task from inbox and not visible when completing the task from sidekick.
Any suggestions/pointers are Appreciated.
Environment : CQ 5.5, Windows 7

Unfortunately, It is known issue. Please file daycare & provide the business importance & a schedule.

Complete Form approval step programatically

Hi,
I have a Form approval step and is sent to set of agents (through org unit id assignment on step). I have a requirement to programatically (by calling FMs may be) either approve or reject this form and complete the form from agents inbox.
I tried using following FMs but in vain
SAP_WAPI_WORKITEM_COMPLETE - It does complete the WI but does not send the result (approve / reject back to workflow)
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SAP_WAPI_DECISION_COMPLETE - Used to complete dialod step and not Form step.
Thanks in advance.
-- Amit

Can you clear us what kind of workitem it is I mean is it a decision workitem? or a workitem which needs a user interaction? e.t.c if it is a decision workitem and after completing the decision step programatically, if at all you want to continue to the next step of teh workflow then you have to sue the FM SAP_WAPI_DECISION_COMPLETE in the importing parameter DECISION_KEY you have to sepcify the value, 0001 for Approve 0002 for Reject 0003 for Review.
Ooops sorry to ask you again what type of step it is , you mentioned it in the question , but when it is a form step with APPROVE or REJECT then the FM SAP_WAPI_DECISION_COMPELTE works

Forms building steps for 'summit application' is required ,please

Hi
i'm a beginner in oracle forms & adf and i want to do the summit application by both oracle forms & Jdeveloper
actually i have the summit schema and the building steps for adf but,
i don't have the building steps for the forms and i did a lot of searches but i couldn't get it..
so i'll be grateful if any body could help me in this

Hi Vishal,
Recently, the content on OTN was moved, so the old links will no longer work. Our OTN pages have been updated with new link locations, including a new "Conversions" section on the Learn More page - http://www.oracle.com/technetwork/developer-tools/apex/learnmore/index.html. If you follow the link for Oracle Forms Conversions, that will take to you to the Oracle Application Express for Oracle Forms Developers page - http://www.oracle.com/technetwork/developer-tools/apex/apex-for-forms-098747.html - and at the end of this page you'll find a link to the related Oracle By Example (OBE) - http://www.oracle.com/technetwork/testcontent/apex32frmmigr-095892.html. The files associated with this OBE can be downloaded here:http://www.oracle.com/technetwork/testcontent/forms-conversion-133504.zip.
I hope this helps.
Regards,
Hilary

Infotype Update Operation Control at Form Scenario Step

Hi All,
To start with, I created a P&F object with one scenario step. So with that, it is supposed to update the infotype data at this very stage. This works fine.
Now, I want to extend it with another step for HR admin to review before update. So now I have two scenario steps: FS1 (employee fills data and send which only saves the data in process object) and FS2(HR Admin reviews the data and sends which updates the database). I created a workflow with task TS33700021 for HR admin to process form. FS1 lies outside the workflow and FS2 becomes part of workflow. Now when I launch the process to fill the form and click on 'Send', though it does trigger the workflow to send the task to HR Admin but it also saves the data in infotype.
I know in the above process, I haven't done anything to stop the update in the first scenario step. But what exactly that 'something' is, which I have to do to stop the back end service from updating database.
Best Regards,
Bhaskar

1. Transaction hrasr_dt under Settings for Start Step , ensure you have configured save configuration correctly.
2. In the workflow where second second step FS2 is used set &SEND_VARIATION& element as save to DB/Infotype.
Refer http://help.sap.com/erp_hcm_ias_2013_02/helpdata/en/42/f280b91e5132c3e10000000a1553f6/content.htm
Regards.

Email Notification - Dynamic Participant Step - workflows

Hi,
I did not found Email notification for "Dynamic partcipant step" workflow step.
Can any one help me where i need do changes for sending email using default or custom template to a dynamic user.
Thanks
Ravindra

I can suggest you two things
1. copy "/libs/cq/workflow/components/model/participant/cq:editConfig/cq:dropTargets" inside "/libs/cq/workflow/components/model/dynamic_participant/cq:editConfig" and make modification to "cq:dropTargets/participant" and "cq:dropTargets/participant/parameters" by taking reference to "libs/cq/workflow/components/model/dynamic_participant/tab_participant_chooser/items/choo ser" This will help to setup the participant information to workitem metadata collection object (set it locally). Now check if it works. if not and if possible to make changes to property name from "DYNAMIC_PARTICIPANT" to just "PARTICIPANT" and again check (may be it takes only "PARTICIPANT" property from metadata).
Also check error.log for any error. if found then post us.
2. Verify your model structure at "/etc/workflow/models" and instances "/etc/workflow/instances" to cross check if everything looks good as expected.
I think for manual steps the standard workflow classes takes care of notifications based on supplied metadata information.

Smart form development steps

pls send me how to developed a smart forms with one example .

hi,
SAP Smartforms can be used for creating and maintaining forms for mass printing in SAP Systems. The output medium for Smartforms support printer, fax, e-mail, or the Internet (by using the generated XML output).
According to SAP, you need neither have any programming knowledge nor use a Script language to adapt standard forms. However, basic ABAP programming skills are required only in special cases (for example, to call a function module you created or for complex and extensive conditions).
1. Create a new smartforms
Transaction code SMARTFORMS
Create new smartforms call ZSMART
2. Define looping process for internal table
Pages and windows
First Page -> Header Window (Cursor at First Page then click Edit -> Node -> Create)
Here, you can specify your title and page numbering
&SFSY-PAGE& (Page 1) of &SFSY-FORMPAGES(Z4.0)& (Total Page)
Main windows -> TABLE -> DATA
In the Loop section, tick Internal table and fill in
ITAB1 (table in ABAP SMARTFORM calling function) INTO ITAB2
3. Define table in smartforms
Global settings :
Form interface
Variable name    Type assignment   Reference type
ITAB1               TYPE                  Table Structure
Global definitions
Variable name    Type assignment   Reference type
ITAB2               TYPE                  Table Structure
4. To display the data in the form
Make used of the Table Painter and declare the Line Type in Tabstrips Table
e.g. HD_GEN for printing header details,
        IT_GEN for printing data details.
You have to specify the Line Type in your Text elements in the Tabstrips Output options.
Tick the New Line and specify the Line Type for outputting the data.
Declare your output fields in Text elements
Tabstrips - Output Options
For different fonts use this Style : IDWTCERTSTYLE
For Quantity or Amout you can used this variable &GS_ITAB-AMOUNT(12.2)&
5. Calling SMARTFORMS from your ABAP program
REPORT ZSMARTFORM.
Calling SMARTFORMS from your ABAP program.
Collecting all the table data in your program, and pass once to SMARTFORMS
SMARTFORMS
Declare your table type in :-
Global Settings -> Form Interface
Global Definintions -> Global Data
Main Window -> Table -> DATA
Written by : SAP Hints and Tips on Configuration and ABAP/4 Programming
                    http://sapr3.tripod.com
TABLES: MKPF.
DATA: FM_NAME TYPE RS38L_FNAM.
DATA: BEGIN OF INT_MKPF OCCURS 0.
        INCLUDE STRUCTURE MKPF.
DATA: END OF INT_MKPF.
SELECT-OPTIONS S_MBLNR FOR MKPF-MBLNR MEMORY ID 001.
SELECT * FROM MKPF WHERE MBLNR IN S_MBLNR.
   MOVE-CORRESPONDING MKPF TO INT_MKPF.
   APPEND INT_MKPF.
ENDSELECT.
At the end of your program.
Passing data to SMARTFORMS
call function 'SSF_FUNCTION_MODULE_NAME'
exporting
    formname                 = 'ZSMARTFORM'
VARIANT                  = ' '
DIRECT_CALL              = ' '
IMPORTING
    FM_NAME                  = FM_NAME
EXCEPTIONS
    NO_FORM                  = 1
    NO_FUNCTION_MODULE       = 2
    OTHERS                   = 3.
if sy-subrc <> 0.
   WRITE: / 'ERROR 1'.
MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
        WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
endif.
call function FM_NAME
EXPORTING
ARCHIVE_INDEX              =
ARCHIVE_INDEX_TAB          =
ARCHIVE_PARAMETERS         =
CONTROL_PARAMETERS         =
MAIL_APPL_OBJ              =
MAIL_RECIPIENT             =
MAIL_SENDER                =
OUTPUT_OPTIONS             =
USER_SETTINGS              = 'X'
IMPORTING
DOCUMENT_OUTPUT_INFO       =
JOB_OUTPUT_INFO            =
JOB_OUTPUT_OPTIONS         =
TABLES
    GS_MKPF                    = INT_MKPF
EXCEPTIONS
    FORMATTING_ERROR           = 1
    INTERNAL_ERROR             = 2
    SEND_ERROR                 = 3
    USER_CANCELED              = 4
    OTHERS                     = 5.
if sy-subrc <> 0.
   MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
         WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
endif.
SAP Smartforms can be used for creating and maintaining forms for mass printing in SAP Systems. The output medium for Smartforms support printer, fax, e-mail, or the Internet (by using the generated XML output).
According to SAP, you need neither have any programming knowledge nor use a Script language to adapt standard forms. However, basic ABAP programming skills are required only in special cases (for example, to call a function module you created or for complex and extensive conditions).
1. Create a new smartforms
Transaction code SMARTFORMS
Create new smartforms call ZSMART
2. Define looping process for internal table
Pages and windows
First Page -> Header Window (Cursor at First Page then click Edit -> Node -> Create)
Here, you can specify your title and page numbering
&SFSY-PAGE& (Page 1) of &SFSY-FORMPAGES(Z4.0)& (Total Page)
Main windows -> TABLE -> DATA
In the Loop section, tick Internal table and fill in
ITAB1 (table in ABAP SMARTFORM calling function) INTO ITAB2
3. Define table in smartforms
Global settings :
Form interface
Variable name    Type assignment   Reference type
ITAB1               TYPE                  Table Structure
Global definitions
Variable name    Type assignment   Reference type
ITAB2               TYPE                  Table Structure
4. To display the data in the form
Make used of the Table Painter and declare the Line Type in Tabstrips Table
e.g. HD_GEN for printing header details,
        IT_GEN for printing data details.
You have to specify the Line Type in your Text elements in the Tabstrips Output options.
Tick the New Line and specify the Line Type for outputting the data.
Declare your output fields in Text elements
Tabstrips - Output Options
For different fonts use this Style : IDWTCERTSTYLE
For Quantity or Amout you can used this variable &GS_ITAB-AMOUNT(12.2)&
5. Calling SMARTFORMS from your ABAP program
REPORT ZSMARTFORM.
Calling SMARTFORMS from your ABAP program.
Collecting all the table data in your program, and pass once to SMARTFORMS
SMARTFORMS
Declare your table type in :-
Global Settings -> Form Interface
Global Definintions -> Global Data
Main Window -> Table -> DATA
Written by : SAP Hints and Tips on Configuration and ABAP/4 Programming
                    http://sapr3.tripod.com
TABLES: MKPF.
DATA: FM_NAME TYPE RS38L_FNAM.
DATA: BEGIN OF INT_MKPF OCCURS 0.
        INCLUDE STRUCTURE MKPF.
DATA: END OF INT_MKPF.
SELECT-OPTIONS S_MBLNR FOR MKPF-MBLNR MEMORY ID 001.
SELECT * FROM MKPF WHERE MBLNR IN S_MBLNR.
   MOVE-CORRESPONDING MKPF TO INT_MKPF.
   APPEND INT_MKPF.
ENDSELECT.
At the end of your program.
Passing data to SMARTFORMS
call function 'SSF_FUNCTION_MODULE_NAME'
exporting
    formname                 = 'ZSMARTFORM'
VARIANT                  = ' '
DIRECT_CALL              = ' '
IMPORTING
    FM_NAME                  = FM_NAME
EXCEPTIONS
    NO_FORM                  = 1
    NO_FUNCTION_MODULE       = 2
    OTHERS                   = 3.
if sy-subrc <> 0.
   WRITE: / 'ERROR 1'.
MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
        WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
endif.
call function FM_NAME
EXPORTING
ARCHIVE_INDEX              =
ARCHIVE_INDEX_TAB          =
ARCHIVE_PARAMETERS         =
CONTROL_PARAMETERS         =
MAIL_APPL_OBJ              =
MAIL_RECIPIENT             =
MAIL_SENDER                =
OUTPUT_OPTIONS             =
USER_SETTINGS              = 'X'
IMPORTING
DOCUMENT_OUTPUT_INFO       =
JOB_OUTPUT_INFO            =
JOB_OUTPUT_OPTIONS         =
TABLES
    GS_MKPF                    = INT_MKPF
EXCEPTIONS
    FORMATTING_ERROR           = 1
    INTERNAL_ERROR             = 2
    SEND_ERROR                 = 3
    USER_CANCELED              = 4
    OTHERS                     = 5.
if sy-subrc <> 0.
   MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
         WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
endif.
regards,
sreelakshmi

1)form to capture data 2) massage data/output 3) import data from Step 2 to PDF FORM 4) save for download

I have a project that entails tax forms from the IRS -- I know everyone's favorite stuff.
1)I need to setup a form that asks the webusers questions regarding their personal tax information -
2) then validate/massage that data/information and determine what PDF form template to output this data to. (possibly output to 4 forms determined by users response)
3) output the data collected in step 1 to the correct PDF template/form example template= http://www.irs.gov/pub/irs-pdf/f1040.pdf - applying the data to the correct fields - bascially filling out the users name, address, calculations etc.
4)allow the user to save/print/download the produced form in step 3
I know I am not the first person to need this functionality. Can you please simply answer my question - can this be done? Does it require software from other companies, or is this something that can be accomplished with just adobe products? If so, can you point me to some tutorials that show me the necessary process to do this?
I very much appreciate any support you can provide me - I need to start on this project yesterday.
Thanks in advance for your time.

In your PHP code, change this -
$editFormAction = $_SERVER['PHP_SELF'];
to this -
?>
<?php
if ((isset($_POST["MM_insert"])) && ($_POST["MM_insert"] == "registreren")) {
// add your captcha verification code here ....
// captcha most likely ends with a header command to relocate failed attempts, so make sure you add
// an exit() command after that header. Otherwise, allow the successful captcha to fall into the following
// block of code.
// don't ignore that closing brace
?>
<?php
$editFormAction = $_SERVER['PHP_SELF'];

Steps for Developing Custom Forms in E-Business Suite

Hi have made many sample forms
and now i want to deploy that custom forms in ebs
how can I do it?

Hi again;
You can also see:
Registering Forms in Oracle Apps 11i
Forms Customization Steps in Oracle Applications
http://apps2fusion.com/apps/21-technical/44-forms-customization-steps-in-oracle-applications
Regard
Helios

How ro display Form on a table or view

Hi,
I have two forms. Based on form 1 option the form 2 values should be displayed.
I have stored procedure and steps in a table with procedure id and step number
For example:
In a procedure there are multiple steps(step1, step2... step n).
If procedure 1 is choosen from form 1 and user clicks the start button and the page navigates to another form 2.
In form 2, step 1 of procedure 1 should display.
thank you

Hello,
You should solve it in your view. Define the GROUP BY in there. Of course you can't update the values in the Forms when using a GROUP by function...
Greetings,
Roel
http://roelhartman.blogspot.com/
You can reward this reply by marking it as either Helpful or Correct ;-)

How can I set up a form for someone to fill out on another person's behalf?

I am trying to set up a form in which someone is asked to fill in the form for another person. Basically, we're asking people if they're still our primary contact. If they are, it's a simple blind form confirmation. If they're not, we are asking them to please tell us who is. So it will take them to a form where they can tell us who is the new contact. However, I don't want cookies for the new person to be attributed to the person that filled out the form (as that would then mess with segmentation, lead scoring/nurturing, etc). We also need to see who is the person filling out the form, so we know who the new person is replacing. So we'll need to collect the name and/or email address of the person filling out the form, in addition to the name and email address of the person they're adding.
I know this can be done, as at a previous company we had a form that was used internally to add people who called in sales inquiries, so that we could capture them as "submitting an inquiry" as if they had just filled out a form. For example, I would fill out the form after someone called in asking for product information, but the online behavior of that person would not be attributed to me even though I filled out the form from my computer. Unfortunately, I can't recall how this was set up. Does anyone have any ideas on how this could be set up?

Hi Abby,
The easiest way to do this is to set up two forms:
The first form is for your primary contact, who will submit the email address for the secondary contact and any additional contact data for the secondary contact. You can also include a field (hidden or otherwise) for the primary contact if you wish to record this form submission activity, but functionally this is not required.
A second form which will accept the secondary contact's email address and any other contact info you'd like to capture through this process.
The trick is that once you've got these two forms saved, you add a form processing step to the first form called Post Data to Server. In this processing step, you fill in the details for the second form, including making sure to map the secondary email address field on form 1 to the primary email address field on form 2. The URL will need to be the POST action url for the secondary form, which you can get from the integration details. You'll also need to append your SiteID and Form Name, and also a variable to disable cookies for this submission (elqCookieWrite). The final URL should be something like this:
https://s1886.t.eloqua.com/e/f2?elqSiteID=1886&elqFormName=Alt2&elqCookieWrite=0
My organization is 1886, so you'll have to replace this with your Site ID
My secondary form name is Alt2, so you'll have to replace this with your secondary form name
elqCookieWrite=0 ensures the secondary form will not try to associate the session with the ElqGUID (cookie)
In the secondary form, make sure you have the processing step Update Contacts - With Form Data.
Now when submitting form 1, you'll see a submission to both forms, and the contact info submitted to form 2 creates a new contact (or updates an existing one) with no ties to the current session/cookie used to submit form 1. You can add these contacts to a shared list, enter them into a separate campaign or program, or anything else you could do with a normal form submission.
One caveat to remember though is that since this person did not submit the form, you have not technically collected any permission to contact them, so you'll have to sort that out with whatever rules apply in your area (your use case seems to be for existing customers which is generally OK, but you should still check).
Hope this helps,
Richard

Form Participant Step.

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