Process an input form via a workflow in InSite

If an input form is linked to a dossier item, all fields of the input form are added to the General part in the properties of the dossier item with the values entered by the visitor. You cannot change this data.

To process InSite input form data:

Go to: InSite.
Go to: My tasks.
Open the properties of the dossier item. to which an input form is linked.
Click on the action: Processing data from the input form.
Depending on the content of the input form, you can now choose between:
- Match person: if at least the last name of the person has been entered. You can select the Do not link, but create a new person check box but if you do, the contents of the Link to existing person field is deleted; if you then click on OK, Profit adds a new person.
- Match organisation: if at least the name of the organisation has been entered. You can select the Do not link, but create a new person check box, but in that case the content of the Link to existing organisation field is deleted.
Click on: OK.

Depending on your choice, the person, organisation and/or contact person is now linked to the input form. If you have linked both a person and an organisation, then the contact person is automatically processed.