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Question

Question

Saving form fields to list fields in template

Laserfiche Forms Version 10
Updated July 28, 2016
asked on July 22, 2016

I have several list fields in my Laserfiche template.  I can statically update the field contents from Forms for a specific business process by typing an exact match to the list content.  When I select a forms field i.e. Company Name to populate the template, it places underscores between the words therefore making it different from the entry in the list field defined in the template.

 

Is there a way that I can set forms to push the Company Name so that it is the same as what is in the list?

Michelle

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Answer

SELECTED ANSWER
replied on July 28, 2016

Hi Michelle,

Your reseller opened a case on your behalf for this issue. I was able to take a look at the form, specifically how you have the radio button field configured, and at the list field that the company name is being saved to. There are a few things to point out.

First, looking at the available values in your list field, they are like the following:

  • Dutchland Farms LLC
  • Nutrify LLC
  • Wenger Corporate Services LLC
  • Wenger Feeds LLC

but on the form, your radio button choices are

  • Dutchland Farms, LLC
  • Nutrify, LLC
  • Wenger Corporate Services, LLC
  • Wenger Feeds, LLC

So there's already a difference because the list field values don't have have commas, but the radio button choices do have commas.

Second, in looking at the radio button properties in the form, you also have the option to "assign values to choices" selected and the corresponding values to those radio button choices are

  • Dutchland_Farms__LLC
  • Nutrify__LLC
  • Wenger_Corporate_Services__LLC
  • Wenger_Feeds__LLC

so that's why when you submit the form and it saves to the repository, the actual value you see in the list field is the company name with the underscores.

To address this issue, you would need to first make sure that the list field values and the radio button choices match up exactly. Then uncheck the option to "assign values to choices."

Regards

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Replies

replied on July 24, 2016

Hi Michelle,

I tried to duplicate your issue but was unable to get the underscore even when I typed multiple spaces between the words in the form field, so I'm not sure where that's coming from sorry.  A couple of suggestions though: set up the Company Name field in the Form as a Drop-down field, with the same list of entries as per the list field in the template.  Better than that however would be to have the company names in a SQL table, populating the Template list as a Dynamic Field, and using a Lookup Rule in the Form for the corresponding field.  That way you have a single list of Company Names across both systems.  You would just need to be careful with the contents for the template field so that there aren't any issues with the metadata fields in the existing documents in the repository.

Cheers,

Mike

 

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replied on July 26, 2016 • Show version history

Mike I Iike both the options you provided and may employ one of them as a solution but I still have a question regarding what the variable returns from the form when it populates the template.  Why does the variable take the company information and put underscores between the words?

company on form.PNG
company name.PNG
company on form.PNG (32.83 KB)
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company name.PNG (21.59 KB)
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View 2 previous replies
replied on July 26, 2016

What version of Forms are you using?

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replied on July 26, 2016

Version 10.1.0.575

forms vers.PNG
forms vers.PNG (29.94 KB)
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replied on July 26, 2016

Hi Michelle,

No matter what I try I can't duplicate the issue you're having, and I've got the same version of Forms as you do.  What happens if you change the template field to just a text field with no default entry, do you get the same content with the underscores?

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replied on July 26, 2016

Just a thought, you don't have any JavaScript on the submitted form replacing spaces/characters with underscores do you?  I notice that the comma you have before the LLC is also being replaced with an underscore so it's not just the spaces, which made me wonder about some script or formatting happening with the field content.

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replied on July 27, 2016

Mike,

I'll try changing to a text field.  Just as a note, my current list field doesn't have a default entry other than blank.

No, no JavaScript to replace spaces/characters with underscores. 

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replied on July 27, 2016

Michelle, could you have your reseller open a case with Tech Support and attach a copy of the process and the template, please?

I filed one issue about Forms saving values that are not in the list. Your bug reference for that is 147217. Like Mike, I can't reproduce the issue with the underscores, but we would definitely want to look into it.

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replied on July 27, 2016

Will do, I will follow-up with our VAR. 

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SELECTED ANSWER
replied on July 28, 2016

Hi Michelle,

Your reseller opened a case on your behalf for this issue. I was able to take a look at the form, specifically how you have the radio button field configured, and at the list field that the company name is being saved to. There are a few things to point out.

First, looking at the available values in your list field, they are like the following:

  • Dutchland Farms LLC
  • Nutrify LLC
  • Wenger Corporate Services LLC
  • Wenger Feeds LLC

but on the form, your radio button choices are

  • Dutchland Farms, LLC
  • Nutrify, LLC
  • Wenger Corporate Services, LLC
  • Wenger Feeds, LLC

So there's already a difference because the list field values don't have have commas, but the radio button choices do have commas.

Second, in looking at the radio button properties in the form, you also have the option to "assign values to choices" selected and the corresponding values to those radio button choices are

  • Dutchland_Farms__LLC
  • Nutrify__LLC
  • Wenger_Corporate_Services__LLC
  • Wenger_Feeds__LLC

so that's why when you submit the form and it saves to the repository, the actual value you see in the list field is the company name with the underscores.

To address this issue, you would need to first make sure that the list field values and the radio button choices match up exactly. Then uncheck the option to "assign values to choices."

Regards

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replied on July 28, 2016

Changes made to template to replicate content of form.  (Template was new and it was not yet associated with any documents in the repository.)

Removed the check for "assign values to choices".

Tested form and all is showing up as it appears in the template list field.

Thank you.

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