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Question

Laserfiche Forms- Workflow Automation

Forms Laserfiche Business Processes
Updated August 11, 2016
asked on August 1, 2016

Hello,

 

I have an employee database that includes the employee's supervisor, manager, & VP. The travel request form workflow should be as follows: Employee submits form > goes to Manager for approval > goes to VP for approval > goes to HR as final step. I am trying to automate this process so that it automatically goes to the next person (as outlines) for approval. What options do I have to accomplish this?

 

Thanks.

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Replies

replied on August 2, 2016

Hi Jorge,

You should check out the Forms Business Process Library. It contains a sample Travel Request business process. You can use this out of the box, or use it as the basis for your own process.

 

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View 3 previous replies
replied on August 2, 2016

Do I just need to upgrade to Forms version 10.1 to access the sample processes?

 

Thanks.

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replied on August 3, 2016

Yes, you can view the full list of changes Forms 10.1 here.

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replied on August 9, 2016

Thanks. I have installed the latest version of Laserfiche Forms and can now access all the sample processes provided. However, on the Travel Request Form, it is only routing to /_initiator on all processes. Given the database that I have (described above), how can I automate the routing to automatically go to the Manager and VP?

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replied on August 9, 2016

Hi Jorge, 

You can give your Forms process access to your external database and then you'd be able to perform a lookup to automatically grab the employee's manager/VP information (more detail how here).

You'll also need to add a manager and VP field to the form, which can then be populated with the lookup. Go under the "Lookup Rules" tab in Forms to configure this. Now when you configure a task in the process diagram, you can assign the task to the appropriate process participant.

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replied on August 10, 2016

Would being able to retreive the employee's Manager and VP names and email from the lookups be sufficient for the form to route to them after form is submitted by employee? 

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replied on August 11, 2016

Assuming the employee's manager and VP are Forms authenticated users or named users (more info here), and they each have their own respective task in the process diagram - yes, the lookup will allow you to route to the appropriate approver. (Go to the user task -> "Assign" tab ->set "Assign task to" to users -> click the ">" to bring up a drop down of variables -> select the variable associated with the manager/VP info)

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