How to Use Data Routing to Populate Multiple Documents with a Single Form

Written by Lacey Jackson on June 19, 2020

Posted in Form Hacks, Form Optimization

Our Data Routing is a quick and easy way to create multiple documents from a single data feed, such as your CRM, website form, or other software. For example, you might want to create two documents from an order form – one as a receipt to your customer and another as a shipping slip to include with the order. The information in the documents would come from the same order form, but two completely different documents would be produced.

Using Conditional Logic, you can define which documents should be merged based on the values of pre-defined rules. This means you can also send the data from one data source to documents, if the values match. For example, if the payment status is incomplete on the order, you might want to send an invoice instead of a receipt.

Check out our tutorial below where we set up a route to use a Formstack event registration form to populate an event ticket and a receipt.