Question

Forms collection to fillable PDF in Workflow

Workflow Laserfiche Forms Version 10 How To

Updated January 7, 2021

asked on May 11, 2017

I'm using LaserFiche forms to collect up to 6 crimes (charges) per person. There are 2 fields per line. I want workflow to use these fields in a "fillable pdf" activity. Using "Retrieve Business Process Variables" it only gives me the first row of data with the two fields listed.

I know I have to use "For Each Entry" activity in workflow but I can't figure it out......Help anyone? Thanks

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replied on May 11, 2017

You want to define a "table" in your Fill PDF activity for the fields corresponding to the "Count X" form fields.

In the Retrieve Business Process Variables activity, you can retrieve the entire collection from the form. That will generate a multi-value token for the "Count X" fields. You can use this multi-value token to populate the table column and Workflow will distribute the values to the corresponding fields.

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replied on May 11, 2017

Ok so even though there isn't a table in the fillable PDF like there is in the form I still need to use that table tab area to define all of the fields??

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replied on May 11, 2017

Yes, as long as the fields have some pattern to their name, you can define a "table". They don't have to be in an actual table.

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replied on May 16, 2017

I have the multi-value token collecting the values from the table in the LF form but having issues getting the values in unique tokens to assign to the fillable PDF - any help out there?

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replied on May 16, 2017

Can you add a screenshot with the fields you're trying to add to the group visible so we can see their names? Looks like your pattern does not match anything right now (the default is set up to look for fields in the format Name_Number)

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replied on May 16, 2017

Hope this is what you need to see?

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replied on May 16, 2017

Yeah, your fields are named Count I, Count II, etc, so the pattern should be something like Count\s.+ instead of Charge1.*\d+

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replied on May 16, 2017

Ok it looks right in workflow but no values appear on the PDF. The PDF isn't a table does that matter? Thanks for the help this is driving me crazy!!!!

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replied on May 16, 2017 • Show version history

The last value "Count 6" is in the "Count 1" field on the PDF. I entered Test1, Test2 etc... in each count. No other values showed up :(

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replied on May 11, 2017

Hi John,

You'll need to use the "For Each Row" tool. I've a workflow that uses this to auto-fill a Word document with data collected from a form via the Retrieve Business Process Variables tool.

Thanks,

Michael

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replied on May 11, 2017

I understand I need that activity "for each row" but whats the configuration within the activity? Can you provide a screenshot of your solution? Thanks

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replied on May 11, 2017

This is a screenshot of how it's configured. I've not tried it with a PDF, but I imagine that it would be similar.

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replied on May 11, 2017 • Show version history

Ok that is similar to mine. I can get all of the data to the fillable PDF besides the data in the collection "Add another record" section. I don't know how to get 6 rows of data from a forms table into 6 different fields in the fillable PDF. The PDF doesn't have a table just fields.

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replied on May 11, 2017

I think I need to store the values from the collection in separate tokens so I can then use the tokens in the fillable PDF fields???

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replied on May 11, 2017

Your screenshot shows that you don't have anything within your "for each row" section. On mine, the Update Word Document tool creates a new instance of the word document for every row of the table.

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replied on May 11, 2017

I need to use the same PDF for all 6 Crimes. I only get 2 fields from the form when I really need 12. I think I need to use the "for each row" to create a tokens for all 12. If I can get all 12 fields in tokens I can than mapped the tokens to the fields on the fillable PDF. Hope that explains better??

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replied on January 7, 2021

I'm trying to find the answer to this also... not seeing any updates since 2017?

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Forms collection to fillable PDF in Workflow

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