Auto-launch submissions with code

Automatically create new submissions when a workflow step is entered using the Code Builder.

Overview

The Code Builder allows a submission to automatically generate one or more new submissions when a workflow step is entered. This is similar to the packet launcher feature but creates individual submissions rather than grouped packets.

When a submission reaches a specific workflow step, the system can automatically create new submissions on other forms, assign them to specific users, and pre-populate them with data from the launching form.

Use cases

This feature is especially useful for:

• Parallel reviews where multiple people need to review the same information independently
• Assigning identical data to multiple submissions for processing
• Automating downstream processes that require separate forms
• Creating approval workflows that span multiple forms

How it works

When the designated workflow step is entered, the system:

1. Creates a new submission on each specified destination form
2. Assigns each submission to designated users
3. Pre-fills chosen data from the launching form into the new submissions
4. Sends an email notification to the assignee on the Start Step of the destination form to continue the submission from there

Implementation

Add the following code to the Workflow tab in the Code Builder. Place the onEnter key inside the appropriate workflow step:

"onEnter": {
  "createSubmission": "[
    {
      formId: '<formID_goes_here>',
      assignedTo: {
        name: <name_of_assignee>,
        email: <email_of_assignee>
      },
      data: {
        employeeName: revieweeName,
        requestAmount: budgetAmount,
        department: reviewDepartment
      }
    }
  ]"
}

Configuration options

Each submission object in the array supports these properties:

formId

The unique identifier of the destination form where the new submission will be created.

assignedTo

Object containing the name and email of the person who will be assigned the new submission.

data

Object mapping field names from the launching form to field names in the destination form. The launching form field values are automatically copied to the corresponding destination form fields.

You can create as many new submissions as needed by adding more objects to the array. Each will be processed when the workflow step is entered.