Workflow Routing Decision based on Forms Checkbox

asked on April 17, 2017 • Show version history

I'm looking to have a workflow routing decision be based on whether or not one particular item is checked on a laserfiche form.

For context, the form is a payroll address & name change form. Depending on what is selected (name, address, or phone number), it displays the appropriate info.

My goal is to have workflow upon name being selected, move that employee's HR folder to where it should be based on the new name, as well as rename the folder. I have that part of the workflow constructed. My struggle lies with getting the routing decision to recognize that 'name' has been selected.

Any suggestions on configuring the conditions to recognize the checkbox value?

Thanks the help.

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SELECTED ANSWER

replied on April 17, 2017 • Show version history

You need to use the "'form checkbox value_is set' is true" logic:

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replied on April 17, 2017

That looks like it will work. I'll need to reconfigure my forms process a bit and workflow a fair amount. My workflow is started by a file being created in a folder, not by forms. Using the Retrieve Business Process Variables needs to be used when kicked off by forms, right? Or is there a way to use that with how I have it?

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replied on April 18, 2017

@████████ you could store the form with Instance ID and Submission ID as field values. Then you can change how the retrieve forms activity accesses the data.

Click the gear to get the advanced config:

Then manually set the instance and submission id:

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replied on April 18, 2017

Somehow, I have not yet ever noticed that gear and realized that there are more options.

Thanks for the help with this.

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replied on April 18, 2017 • Show version history

@████████ Going back to your original answer, I'm still having a hard time getting workflow to recognize that the 'Name' Option is checked. It keeps returning false.

Do I need to make an change on my form somewhere to save the value of the check or something?

(The other two options for address and phone should be false, as I'm not checking them in my testing)

Perhaps I'm setting the Instance and submission ID's incorrectly?

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replied on April 18, 2017

I think I found my issue. The form process was simply one form, that was read only the whole way through. The employee would submit the form, and then HR would view it.

I had been assuming the process ID and submission ID fields would populate at the save to repository task.

I changed the process so the HR employee views a different form, but everything is read only. That allowed forms to populate the fields needed.

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Workflow Routing Decision based on Forms Checkbox

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