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Effective data transfer between parent and child requests

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To return form data from a child request to its parent, configure both processes. The Launch Request task controls when the parent continues. Form prefills control which values the receiving form uses.

Configure the parent process

  1. On the Launch Request task, set Task Completion Requirements so the task completes when the child process completes. Set Process Completion Requirements so the child request must complete before the parent request completes.
  2. On the parent Form task that receives child data, set Prefills (1st Priority) to the parent Launch Request task.
  3. Set Prefills (2nd Priority) to Latest Matching Field Value if parent form fields that the child doesn’t return should keep their existing values.

Configure the child process

On the first Form task in the child, set Prefills (1st Priority) to Parent Process Data. Match the Client IDs of the child form questions to the corresponding parent form questions for fields you need to transfer.

Test with a parent request containing a known value, complete the child request with a changed value, and inspect the receiving parent form. Check that the returned field changed and, if you set the second-priority prefill, that a parent-only field retained its value. A parent request waiting for child completion won’t proceed just because the child was launched.

Download the sample processes for reference: