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Question

Question

Calling a LaserFiche Form from the LF Client

asked on April 3, 2017 Show version history

Is there a way to have workflow call a form to be filled out when the person changes metadata for documents to a certain status? The customer has files stored in a folder that are on bid. What they want is to call a form when it is awarded. 

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Answer

SELECTED ANSWER
replied on April 7, 2017

Ok, so that's a Workflow error. You can look at the instance details in the Workflow Designer. If I had to guess, your Assign Fields activity is set to the starting entry. You want to either change Find Entries to Find Entry if you're looking for a single one or wrap Assign Fields in a For Each Entry since Find Entries can return multiple entries.

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Replies

replied on April 3, 2017

Hi Casey,

You can use a workflow to invoke a Forms business process and even fill out some of the variables. That way, you can configure a workflow to have any starting/wait conditions as needed for your specific files, then fire up the forms process as soon as the bid is marked as awarded.

Alternatively, the workflow could notify users with an email including a link to a starting form, but that wouldn't assign a task to someone specific.

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replied on April 6, 2017

So, I have it working to where it invokes the form, but I am trying to get it to fill out metadata for the document that invoked the forms TASK. So they have a proposal document in the LF client, they change the status to awarded, it then sends an awarded form to a user, they create and fill in a job number. I need that job number put in a job number field for the document that invoked the forms workflow. Below is what I have. I can't get it to work.

  1. I have the retrieve fields values for the document that starts the workflow
  2. I then have that document moved to the new awarded location
  3. I then invoke the form workflow for the user that applies the new job number
  4. I then have a repeat process to will retrieve the forms variables
  5. I am then assigning the job number field in the form to the starting entry job number field in the template. I have the exit condition of the repeat set at "Job Number not empty"

I cannot get it to fill in the index of that document. I may be going at it the wrong way though...

Awarded-JobNumberWF.png
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replied on April 6, 2017

Hey Casey,

You'll want to separate out the second half of that workflow into another piece. Once the user task is done (where the job number is applied), have Forms invoke that second workflow. That second workflow should start off with a Retrieve Business Process Variables activity, and you can then use the tokens to fill out your Assign Field Values activity after you identify the document that you invoked the forms task on, no repeat required.

One way you could have Forms know which entry to run on is to have Workflow pass the entry ID as a variable when invoking the business process, then in the second workflow, retrieve that variable and run a Find Entry activity.

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replied on April 7, 2017

Thanks Anita, that makes sense. The last thing I am having trouble with is finding the spot to create the entry ID as a variable. Do I have to create a token? Which process do I do this at? 

Awarded Job WF.png
Assign Job Number WF.png
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replied on April 7, 2017

I don't think that's going to work because the invoked workflow has no idea what Forms instance to read from. Also, since you say you have a user task, it's likely Workflow will invoke this workflow before the Forms process even gets a chance to start, nevermind wait for the user's decision.

Instead pass the entry ID to your Forms process as a field value and then have a service task, after the user task in the Forms process, call this second workflow. Move Retrieve Business Process Variables at the top before Find Entry and use the Forms variable to set the entry ID in it.

 

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replied on April 7, 2017

The workflow service task is saying suspended. I can't find anywhere to say why? I have added a field on the form called entry ID. When that form is called and the form opens the entry ID is filled out on the form. I assign the job number and then it gets suspended . on the Assign Job Number workflow I have Retrieve Business Process Variables and I am gathering the entryID field and the job number field. I then am finding the entry by the retrieve business process variable entry ID then assigning the field value.

assign job number.png
suspended WF.png
suspended WF.png (152.14 KB)
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replied on April 7, 2017

If you click the "more" button on that row (the one with 3 vertical dots on the far right), you should get an option to see the error.

 

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replied on April 7, 2017

Saying no entry specified.. But it should be pulling that entry from the form

noentryspecified.png
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SELECTED ANSWER
replied on April 7, 2017

Ok, so that's a Workflow error. You can look at the instance details in the Workflow Designer. If I had to guess, your Assign Fields activity is set to the starting entry. You want to either change Find Entries to Find Entry if you're looking for a single one or wrap Assign Fields in a For Each Entry since Find Entries can return multiple entries.

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replied on April 7, 2017

Thank you Miruna. The for each entry worked! Appreciate your patience with my questions.

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