Templates Sequence

The Templates Sequence sub-tab of the Configuration tab sends other templates automatically when a form of this template is completed. The values of the completed form are copied to the new forms, so nobody needs to type them again.

For example, an HR representative fills in an intake form for a new employee. When the form is completed and the position is “Programmer”, Cellosign sends a laptop request form to the IT department, with the employee’s details already filled in. You can add more templates to the sequence, for example a form for the payroll department.

Add a template to the sequence

1. On the Configuration tab, click Templates Sequence.
2. Click Add.
3. In Select destination, select where to send the new form.
4. In Template Name, select the template to send.
5. To send the template only in some cases, select a field in Select field for challenge, and its value in If equal.
6. Save the template.

Repeat for each template to send. To remove a template from the sequence, click Delete on its card.

Setting	What it does
Select destination	Where to send the new form: Current destination, the addresses the completed form was sent to; No destination, the new transaction is created but not sent; or input value and a field, the value of a text, number, email or phone field of the completed form. Default: Current destination.
Template Name	The template to send.
Select field for challenge	A field of this template to check. Leave it on No condition to always send the new form. The list shows text, number, email, checkbox, list of values and radio fields.
If equal	Shown when a field is selected. The new form is sent only when the field has this value. For a checkbox, turn on Checked to send when the checkbox is selected, or leave it off to send when it isn’t. For a list of values or radio field, select the value. For other fields, type the value.

How the new forms are created

• The new forms are created after the form is completed and its documents are sent.
• Each new transaction is created by the user who sent the completed form.
• All the values of the completed form are copied to the new transaction, including uploaded files and images. A field of the new template gets the value of the field with the same ID in the completed form. Give the fields the same IDs in both templates.
• The new transaction also keeps the additional data, the archive settings and the redirect URL of the completed form.
• If the field in Select field for challenge was deleted from the template, the new form is sent without the condition.

The templates sequence doesn’t run when the form is part of a process: when the template’s workflow is on, or when the form is sent by a process. In a process, send the next form with another Form / Session element.