Hi There
We have an “Add new record “ type onboarding process which is 3 steps.
In the first step, when user submits the form, I can see that new row is being created in SoftrDB.
And in the second and third step when user presses submit, the new row is being updated as far as I observe.
Until this point, it is all good but there are two problems in the flow:
1- Onboarding process should be stateful. That means if user abandons the process in any step that already created artifacts like DB row, the relation with current session and that record should be kept until the onboarding session will be completed successfully. Currently, if the user abandons it and logs out, then logs in later, they start from step 1 again which cause duplicate rows in DB. This shouldn’t happen, instead user should continue from step 2 and keep updating existing record.
2- The hidden fields created in step 1 is being added to the DB row when whole onboarding process is done. If the first problem I described above could be solved then this problem will be a minor one but I still believe this should be solved separately to keep consistency in transaction process in overall product. So when step 1 is submitted, all the data collected in step 1 should be inserted to the DB.
Looking for help and potential fixes for this.
Hi @sinansari,
Thank you for all the details.
While I was able to reproduce the second case on my end, and the hidden fields are indeed being sent once the onboarding is completed, I was still not able to reproduce the first case.
When you have an onboarding form with the “Add New Record” flow type, the first step of the onboarding form creates the record, and all subsequent steps update that same record, even if the user leaves the onboarding unfinished and revisits it later.
Upon revisiting, even if they have logged out and logged in again, the onboarding page will take them to the step that was not completed, and they will need to continue from there. Even if they go back to previous steps and update something there, it will still update the already created record and will not create duplicate records for each step.
Since we are not able to reproduce this issue on our end, could you please reach out to us via chat or email, provide the app URL where you are experiencing this issue, and include a reference to this chat in your message?
Thanks in advance.
Hi Sveta
Sorry, looks like first one is false, we checked it now and it works, only problem is hidden fields are not saved until the onboarding completed in single run and they get lost if user abandons the flow and comes back to further steps.
Looking for updates for the 2nd issue.
Hi Sinan
Let me inform you here as well that the hidden fields now are saved after each step submittion on the onboarding flow forms.