Answered
Sara Kaplow, Community Manager
From Chris Anderson:
I need a feature that pulls data entered by the user from specific boxes on multiple screens and then displays it in a summary format. Additionally, an option to export it and create a dispatch would be especially useful. For example, a user enters a customer's name on screen 1, that they have a 3 car garage on screen 7, and they need lawn care screen 11... A box on screen 13 that pulls those three values out and puts them all together in one box.
Joe Customer
3 Car Garage
Needs Lawn Care
I've read quite a bit in your "Help", but I can't find anything similar.
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2024 Update:
The Community is getting cleaned up! If you are stumbling across this post after September of 2024, this is the most recent solution or answer to the request in this post.
To achieve the "summary" of previously collected information, use Mirror fields. Then, a form-to-form dispatch can be created by our Solutions Engineers or using GoCanvas Integrations.
I also need a similar feature
There's a way to do about 99% of this - the only difference is that it won't be in a single box. That said, everything else is achievable, including creating a dispatch with the information (using Zapier). And, it should be noted, if everything went into a single box, it would then not be able to be Dispatched.
Here's what my App looks like on mobile:
In the App Builder, the first three screens are pretty straightforward, just adding those fields as usual. The fourth screen is a little different. You'll notice that I've re-created those fields, but as read-only (and instead of using the drop down on the third screen, I made that a short text). I've also used something called Mirroring on those fields, which is why they're pulling in the same responses (ETA: there's now an easier way to do Mirroring). To use Mirroring, open up the field settings and click on "more." In the Receipt Label field, enter the word MIRROR:
As an important note, the Mirror feature is something we use but don't fully support - that is, we don't test against it when launching new versions, so it's a little less stable. You should also know that you can only Mirror fields that are on different screens.
So that's how you get to a summary screen. To Dispatch from those fields, you need to set up a Zapier (www.zapier.com) integration. Here's what that would look like:
Set up your trigger as a GoCanvas Submission:
And select the correct App. Make sure you've done a Submission so you can test that connection.
From there, you'll set up your Action, which is creating a Dispatch:
Then you'll map the fields from your original App to fields in the Dispatch App:
Once that's tested and complete, every time a user completes a Submission from the first App, a Dispatch to your second APp will be creating using that information.
I'm going to move this request into App Building, since it does exist.