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Question

Question

Create Multiple Links from Forms Table

asked on June 14, 2017 Show version history

In my Design Change Request (DCR) form, I gather one or more "Affected Documents" in a table:

I save this DCR into Laserfiche. I then run a workflow that creates relationships to the DCR for each document listed on the DCR, but it's not working. It's only providing a relationship to one of these documents ... not all three.

Here is the workflow:

Here's the variable info from Forms:

Here's the token info from Workflow:

What am I doing wrong in the Workflow that it's not picking up all info from the Forms table?

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Answer

SELECTED ANSWER
replied on June 14, 2017

Here is how I would do it.  Your top activities stay the same, but you change the For Each Value loop like below.

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Replies

replied on June 14, 2017 Show version history

I think your problem is in the Search for Affected Documents.  You have it set to only return the first result.

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replied on June 14, 2017 Show version history

Also, in your For Each Value loop, you need a For Each Entry loop to loop through the search returns.

Only processing first result!

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replied on June 14, 2017 Show version history

Thanks, but that didn't help. Even though it's retrieving all the metadata, it's only getting one search result:

Still only got the DCR relationship to one document.

So, it's retrieving the right information from forms but only conducting a search against one of the three items it found (which consists of three fields to make it a unique search). What do I need to add to get it to search all three (or four or five, however many are listed in the forms table)?

This last try, which I thought would work, also left me with one relationship.

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replied on June 14, 2017

Hi Gloria, If you are simply trying to link the documents uploaded in the form, back to the form itself at time of submisison, then this can easily be Set in the Forms process when you save the files to the Repository.

Your Upload field will create a new tab (this tab will be named based on the Upload Field Name) in the Save Profile, click on it you can set the Document Relationship to the form when the files are saved in the repository. I typically just set mine to Attachment. This will automatically link any of the uploaded documents to the Form submitted, therefore not requiring a separate workflow.

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replied on June 14, 2017 Show version history

These are not attachments. These are just listed in a table on the form.

The three fields are what make records unique in our system (Doc ID + Doc # + Rev). There could be zero to many added under the "Affected Document" section of this DCR form. I want to link the DCR form to the Affected Documents in Laserfiche through Workflow but I only get one to work successfully ... I need multiple Affected Documents to work.

Actually, these are actually records already released into Laserfiche (hence the Validation ... we validate to ensure it's been released).

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replied on June 14, 2017

Your Search for Affected Docs is using the wrong tokens

It needs to use the current value token form the For Each Value activity instead of the RetrieveLaserficheFormsContent activity.

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SELECTED ANSWER
replied on June 14, 2017

Here is how I would do it.  Your top activities stay the same, but you change the For Each Value loop like below.

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replied on June 15, 2017

And this is the look of SUCCESS!!!!!!

I cannot thank you enough for your guidance! I followed your "here is how I would do it" and it worked like a charm!

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