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Background

Customers often have a need to generate forms for households, such that when generating bundles of forms, certain family members’ information prefills one form, and not the other. Similarly, customers often have a need to  generate multiple copies of the same form in a single bundle, and prefill different people's data onto the same “role” on each copy.

Form group instances make it easier to logically separate forms according to transactions (e.g. open 3 accounts), whereas form instances are really meant to add duplicate forms into a bundle (e.g. adding extra beneficiaries).

In order to add from group instances in the same generated bundle, there is a method called AddFormIDsGroup.

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Using Form Groups Instances in SOAP & REST

How To Specify FormIDs in Form Group Instances

When building Form Group instances with a JSON for REST or with an XML for SOAP web services, a dash ( - ) is used to separate form group instances.

Let's say you want to create a package of 3 separate groups of forms (e.g. a household with 3 accounts) using FormIDs 6996, 2 and 12. You want the paperwork for accounts A, B and C to be specified as follows:

• account A gets form IDs 6996, 2, and a second copy of Form ID 2
• account B gets Form IDs 6996 and 12
• and account C gets Form IDs 2 and 12

Thus, you would set the QuikFormID property as follows:

"QuikFormID": "6996,2,2-6996,12-2,12"

See below for sample code:

{
  "HostFormOnQuik": true,
  "FormFields": [
    {
      "FieldName": "1own.FName",
      "FieldValue": "Stephen"
    },
    {
      "FieldName": "1own.FName-1",
      "FieldValue": "Draymond"
    },
    {
      "FieldName": "1own.FName-1000",
      "FieldValue": "Klay"
    },
    {
      "FieldName": "1own.FName-2000",
      "FieldValue": "Andre"
    }
  ],
  "QuikFormID": "6996,2,2-6996,12-2,12"
}

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