Question

Management of forms associated with a business process

Forms Version 10

Updated November 4, 2016

asked on November 3, 2016 • Show version history

My question is related to my prior post about best practices for updating forms and business processes while production versions of both are still running. https://answers.laserfiche.com/questions/105662/Best-practice-for-modifying-forms--business-process-in-Production#105731

Based on this copy and revise process, I noticed that I now have several forms associated with the business process that are no longer valid since they were associated with an older business process. If I delete the form within the business process I am revising, does that completely delete the form (thus affecting completed instances of the form) or does it just delete its association with the business process?

i.e.

Form has 3 versions, 1, 2, 3

Bus Process has 3 versions, A, B, C

Forms are related to business processes in this way A1, B2, C3

What I see when I go to edit business process C is forms 1, 2, 3

Can I delete forms 1 and 2 from business process C without affecting completed instances of A&B? A&B and their associated forms 1&2 are no longer in production.

This leads to the question regarding whether it is necessary to keep the prior production business processes and forms. What is the best practice in this situation?

11-3-16 bp forms.png (51.73 KB)

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replied on November 3, 2016

Hello,

When you copy business process, you are only copying the template of the process. Instances won't be copied to new process. So let's say you have Form 1,2,3 in business process(BP) A. If you create BP B by copying BP A, instances in BP A won't be copied to BP B. Hence, whatever changes you make in BP B will not affect instances in BP A. Changes made to BP B will only affect instances in BP B.

This means, if you delete Form 1 and Form 2 in BP C, instances in BP A and BP B won't be affected.

Please correct my understanding, if my answer isn't answering your question. Thank you.

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replied on November 4, 2016

You correctly identified my question. I was able to delete the forms 1 and 2 in BP C no problem. I also went back to clean up BP A and B. Thank you.

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