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Question

Question

Forms - Lookup rules require extra step when using the Tasks Window

asked on October 3, 2016 Show version history

We have a form with lookup rules that simply populate string values based on the selection of 2 other fields. The field named "scope" is automatically selected from a previous lookup rule.

When a user selects a project, scope is populated and hence the rest of the fields are populated (as long as the scope changed from it's original value).

This works when using the Preview of the form and when accessed via the form itself (Start Event).

The problem starts when the same form is assigned to a user task. When the user uses a tasks window to access the form they can't just choose a project. When they choose a project and the scope is automatically changed, the lookup specified above never runs. They must deselect the scope field, then re-select it manually to get the lookup to run.

We are working with the same exact form, and the same exact lookup field configurations (by definition). It is only a problem when using the Tasks window which is the only way to access a form that is assigned to a user.

I don't know how to fix this since I know the lookup rules are working.

Replies

replied on October 7, 2016

This is a bug in Forms 10.1, and the bug is the same as https://answers.laserfiche.com/questions/103204/forms-lookup-based-on-2-criteria-doesnt-update-when-fields-change

There should be an auto fill button besides the lookup match field, and the lookup should be triggered only when clicking the auto fill button. The issue in start form is that lookup is triggered without clicking auto fill, and the issue in user task form is that lookup auto fill button does not show up.

The issue will be fixed in next release. Sorry for the inconvenience.

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