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Question

Workflow to fill a PDF form using variables from Laserfiche forms then storing the filled PDF form into Repository

asked on September 19, 2016

Hi all,

I have a workflow which gets started after a submission in Laserfiche forms.

So the function of workflow is to use the variables captured from the Laserfiche form then to fill out another PDF form and to store the filled PDF form into repository.

 

The activities I used on the workflow is described below.

1) Retrieve business process variables(To get the form variables to be used in Workflow activity).

2)Create Entry. (To Create a Laserfiche entry   in a specific folder inside repository).

3) Fill out PDF form(To fill the desired PDF form, Have selected the master PDF form and have assigned the values of form variable to the fields in  PDF form)

4)Attach electronic document(Attach the filled out PDF form to the entry created in step 1)

 

The workflow doesn't do the desired function. I think the problem is with the properties of Attach Electronic document activity mentioned in step 4.

How to attach or use the filled PDF token to be associated with create entry activity mentioned in step 1.

Please guide me where I am wrong , possible sample screenshots of working workflow much appreciated for current scenario.

Attaching screenshots of Workflow designer and also the properties of each activity.

 

Workflow.JPG
Properties-Retrieve Form variables.JPG
Properties-Create Entry.JPG
Properties-Fill Out PDF.JPG
Properties-Attach Electronic Documents.JPG
Workflow.JPG (25.87 KB)
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Answer

SELECTED ANSWER
replied on September 19, 2016

I believe you need to attach the PDF to your document before you attempt to fill it out.  So you need to reverse the order of your "Attach Electronic Document" and Fill Out PDF" activities.

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replied on September 19, 2016

THANK YOU MIKE.

That was exactly what I required to change! smiley

Just rearranged the steps in workflow.

Also changed the "Source" of  ATTACH ELECTRONIC DOCUMENT activity to  "Server Attachment" and chose the PDF to be filled . 

WORKS LIKE A CHARM NOW!!! blush

CHEERS MATE!yes

 

Best Regards

Akhil Paul.

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replied on November 9, 2016

Akhil Paul, would you be able to post a snapshot view of the newly arranged workflow activities?

Thanks!

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replied on November 22, 2016 Show version history

@████████ Sorry for the late reply. 

 

Please find the below snapshot view of the newly arranged workflow activities. 

Do revert if you have any clarifications to be made. 

 

 

New_Workflow.jpg
New_Workflow.jpg (138.2 KB)
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replied on November 23, 2016

Thank you, Akhil!  That definitely helped!  I now have mine working beautifully, although I'm waiting for my IT staff to help me get the "Retrieve forms variables" activity working (the Connection Profile isn't set up right).  I tested using an existing form to pull field info out of and pop into the newly created pdf form that will be sent out to the applicant after the process is finished.  Thanks again!!

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replied on July 12, 2019

Hi,

I am new to workflow and have created a similar process.

I also need to email the newly created PDF. How do I do that in workflow?

Appreciate any help.

Thank you!

~Jo Anne

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replied on July 12, 2019

There is an Email Activity that you fill out and add the attachment from whichever wf activity you built the pdf or an activity where you routed the pdf.

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replied on July 15, 2019

Thank you, that worked!

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replied on May 18, 2021

Hi Mike,

My Fill Out PDF Form activity kept running without ending. Any idea?

Thank you in advance!

 

Capture_FillOutPDFform_noEnding.PNG
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replied on May 1, 2024

Hello,

I am having trouble making this work for me.

I am trying to get it to create the PDF first but I can only get a blank PDF that doesn't have my variables in it from the Form or the Form itself.

Any help would be greatly appreciated!

Thank you!

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replied on May 2, 2024

It does not look like your PDF is a form. Or maybe it does not have any fields? There should be a thumbnail of the PDF page showing up in the space between the drop-down list of PDFs and the list of fields.

How did you make the PDF form?

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