Question

prepopulate form with client metadata from 'open' document

Updated May 4, 2017

asked on February 27, 2017

We want to ADD a button on the Laserfiche client, that becomes visible when a certain document template is OPEN in the client. The BUTTON will start a FORM process, and prepopulate the FORM DATA with the Metadata that's contained on the open document.

Is this possible?

0 0

Answer

SELECTED ANSWER

replied on May 2, 2017

For anyone who is seeking for the solution, you can start a business process from Laserfiche Client, and use “Retrieve Field Values” in workflow to get the values of the fields and pass them to Forms with “Invoke Business Process” activity in Workflow:

In Laserfiche Client, Click ‘Add or Remove Buttons” from the menu and select “Customize…” action, add “Start Business Process” button from Commands tab
In Workflow designer, create a workflow and check “Make this workflow as a business process” in the Businesses process Options for this workflow and configure the business process to be connected to the repository; publish the workflow and configure the Business process Rule in the publish wizard so that the workflow will appear in the Laserfiche Client when click the “Start Business Process” button from Actions list
Design the workflow to have following activities:
1. Retrieve Field Values: can configure which fields to retrieve
2. Invoke Business Process: can configure fields in Forms to use values retrieved from repository

0 0

Replies

replied on February 28, 2017

You can prepopulate fields values in Forms using by passing in URL parameters: http://processURL?variable1=value&variable2=value. So if you can grab the values when click the button and construct the URL, then it will be possible.

0 0

View 1 previous reply

replied on March 7, 2017

Hi Xiuhong -

On the button creation, there is a command line - where I can enter what should be called. My assumption, was that I'd have to execute a WORKFLOW to pass the Entry ID to RETRIEVE FIELD VALUES, and then INVOKE BUSINESS PROCESS with the newly retrieved FIELD VALUES for the OPEN DOCUMENT.

I'm NOT sure on "how to grab the values" w/o first calling the WORKFLOW in order to get them. Am I missing something?

Thank you,

Mike

0 0

SELECTED ANSWER

replied on May 2, 2017

In Laserfiche Client, Click ‘Add or Remove Buttons” from the menu and select “Customize…” action, add “Start Business Process” button from Commands tab
In Workflow designer, create a workflow and check “Make this workflow as a business process” in the Businesses process Options for this workflow and configure the business process to be connected to the repository; publish the workflow and configure the Business process Rule in the publish wizard so that the workflow will appear in the Laserfiche Client when click the “Start Business Process” button from Actions list
Design the workflow to have following activities:
1. Retrieve Field Values: can configure which fields to retrieve
2. Invoke Business Process: can configure fields in Forms to use values retrieved from repository

0 0

replied on May 4, 2017

Xiuhong - thank you. After playing with this as a 'business process', I noticed that there were multiple steps to open the FORM. I can see many uses of this for us, but in this case we went back to the custom button.

I used the Laserfiche metadata tables to do a lookup in the form, and making a button on the client that would invoke the form w a parm for 'document id'. This method, allowed for single click execution of the form while prepopulating the data with the metadata already associated with the document. Not sure if this is the best, but it works.

Thanks for your help.

0 0

replied on May 4, 2017

Thanks for sharing, your solution looks more elegant.

0 0

You are not allowed to follow up in this post.

Question

Question

prepopulate form with client metadata from 'open' document

Answer

Replies

Sign in to reply to this post.