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:

Go to Step 2: Fields in the form builder
Add a field (any field type supports triggers)
Check the box for Enable Trigger Form
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

Field	Setup
Question	“Were you injured today?” (Yes/No)
Trigger	Injury Report form
Assignment	Safety Manager
Mapping	Employee name, project, description → carried over

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

Scenario	Triggered Form	Use Case
Missing materials on site	Purchase Request	Get items delivered fast
Field team reports incident	Incident Report	Automatically notify office
Deficiency found	Deficiency Log	Launch form with location pre-filled
Customer rejects a quote	Updated Estimate	Generate new document with edits

🔁 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