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Question

Can Forms 9.1 query Active Directory or can Forms retrieve tokens from Workflow?

Workflow Forms Business Processes
Updated January 24, 2018
asked on February 24, 2015

I'm trying to create a supply order form in Forms 9.1 that will send a notification to a user's managers depending on the user's authority level (officer title retrieved from AD), and the total amount of the order, but I can't figure out how to access AD fields in Forms.

I don't want to do a database lookup with a SQL table, because we're trying to avoid relying on external databases.  I thought about retrieving the User ID of the initiator from forms content in Workflow, and then querying the AD in Workflow, but then I can't figure out how to pass the information back to Forms.

I think I need to end the process in Forms, because I still want to give the managers the capability of approving the order in an email, without having to access a file in the Laserfiche repository and change a field value in a template.  Is there something I'm missing?
 

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Answer

SELECTED ANSWER
replied on February 24, 2015

You cannot currently query AD directly, nor can you retrieve values back directly from Workflow. Your best bet is to pass it into an SQL database, which I know is what you're trying not to do.

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Replies

replied on February 25, 2015

You can query AD directly from SQL by using a linked server.  Here is a decent article:
http://blog.skufel.net/2012/01/how-to-use-sql-server-to-query-active-directory/

Once you've got it setup you can use Forms Lookup Rules to effectively query your live AD but via SQL.

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replied on May 22, 2015

Can you elaborate on how to use the Forms Lookup Rules to query AD?  The only option I see to add available sources for the Forms Lookup Rules are databases.  

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replied on May 22, 2015

You do query a database, but the database has a "linked server" connection to Active Directory.  You would then write SQL queries against the linked server which is really a connection to AD.  Here are the steps (as outlined in the article that I previously referenced):

  1. From a SQL server create a linked server (see article) with the "OLE DB Provider for Microsoft Directory Services" provider.
  2. Write a query/stored procedure against the linked server, called ADSI in this example:
    SELECT *
      FROM OPENQUERY
      (ADSI
       , 'SELECT displayName, userPrincipalName
             FROM ''LDAP://lab-dc-01/DC=laboratory,DC=ltd''
          WHERE objectClass = ''Person''')
  3. Connect your Laserfiche Lookup Rule to the stored procedure from the previous step.

 

I know that it is a little confusing.  I hope that this clears it up a bit.

 

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replied on January 24, 2018
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replied on February 24, 2015

I was afraid you were going to say that.  Have you posted a feature request?  If so, should I also request this feature?

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replied on February 25, 2015

I have not made a feature request for the AD query, but at Empower 2015 it was mentioned by the Workflow team that tighter integrations between Workflow and Forms is already in the works.

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