Hello everyone!
I was attempting to link two separate forms to work seamlessly together.
e.g
I am assigned to evaluate three people, and each evaluation will have different results. Ideally, when I click on Person 1, their details should be pre-filled in a new form specifically for their evaluation.
Form 1: Displays the list of people to be evaluated.
Form 2: Opens when selecting a person, with their details pre-filled, allowing for individual evaluation.
When I click the ➕ icon, it should redirect me to another form where the name 'LeBron James' is pre-filled. After completing the evaluation and submitting the result (Pass or Fail), the outcome should automatically reflect in the first form.
Do you have any suggestions, or have you encountered a similar scenario before? I'd love to know how you approached it and implemented the solution. Thanks!
Hi @Anonymarvz,
I don't see why this needs to be handled as separate forms. Instead, you could create a single evaluation form that is filled out for each person. Within that form, you could include a SharePoint drop-down menu to select the person you wish to evaluate. Selecting a person could also auto-populate relevant information in the form, streamlining the process and reducing redundancy.
This approach would not only simplify the workflow but also ensure consistency and efficiency in data collection.
Thanks, @Erin Dwyer! However, the evaluation form (2nd form) is quite long, and we often send out 5-10 people for evaluation at a time. If we were to include everything in a single form, it would become too data-heavy and difficult to manage.
What we're aiming for is one evaluation per submission in the 2nd form, ensuring that each person's assessment is recorded separately.
It should not matter if the evaluation form is quite large. perhaps i'm misunderstanding the problem?
Or perhaps I didn't fully understand how the SharePoint dropdown functions for the evaluator to assess each person.
The SharePoint drop-down menu is a special component that can populate a drop-down menu based on data form SharePoint e.g. a SharePoint list, Excel Online or Json file. You could have a list of people requiring evaluation stored in a SharePoint list and then have the user select from this list in the evaluation form. From there you could automatically populate parts of the form based on the selection.
The evaluator must assess all candidates on the list but should have the flexibility to do so at their own pace. Since they may not complete all evaluations in one session, combining everything into a single form would be impractical.
To address this, the 1st form serves as a reference list of candidates, while the 2nd form is designed for individual submissions per evaluation. This ensures that evaluators can review the list, select a candidate, and complete each assessment separately, making the process more manageable and efficient.
