Triggering Forms: Mapping Data from One Form to Another Automatically.

📄 Form Trigger Flag: Automatically Launching and Linking Forms Together
 

Ontraccr lets you trigger one form from another, creating powerful, automated workflows. Whether you're starting an injury report from a safety form or launching a purchase request from an inspection, this feature helps streamline operations and avoid redundant data entry.

🚀 What Does “Trigger Form” Mean?

Triggering a form allows you to:

• Automatically launch another form based on a user’s response
• Pre-fill data from the first form into the second
• Assign the triggered form to someone instantly

🛠 How to Set Up Form Triggering

Step-by-Step:

1. Go to Step 2: Fields in the form builder
2. Add a field (any field type supports triggers)
3. Check the box for Enable Trigger Form
4. Click the gear icon ⚙️ to configure the trigger

⚙️ Trigger Form Settings

1. Choose the Form to Trigger

• Select from any form template in your account

2. Assign the Triggered Form

You can automatically assign it to:

• A specific user
• A specific role
• The form author
• Or another value from the current form (e.g., “Project Manager” field)

3. Map Fields from Source to Target

• Opens the Field Mapping Panel
• Use the Auto Map button to make a best-guess match
• Or manually select mappings:
  • Match compatible types only (e.g., text → text, yes/no → yes/no)
  • Map dropdown selections or entered values

✅ The goal is to save time and ensure consistent data across both forms.

📥 Example Use Case: Safety Form → Injury Report

If the user selects “Yes,” they will see a trigger icon (flag) appear next to the question. They must manually click this icon to launch the follow-up form (e.g., an Injury Report). This gives users control over whether and when to launch the next form.

🧠 More Use Cases

🔁 Best Practices

• Always test your trigger mappings before going live
• Use conditional logic to trigger forms only when needed (e.g., only if a checkbox is selected)
• Use the Auto Map feature as a starting point, but double-check for accuracy